Financial Planning

CPA firms are wrestling their way through partner retirements and the accompanying succession issues in numbers that the profession has never seen before.

The Financial Accounting Standards Board has issued a proposal to improve disclosures of uncertainties related to an organization’s ability to continue as a going concern.

Unit4 Business Software, the North American subsidiary of Unit4, has released Unit4 Consolidation & Cash version 5 with integration to its financial performance management suite.

Members of Generation X are having the most difficulty meeting their household expenses and dealing with other financial obligations, according to a new study by PricewaterhouseCoopers.

The American Institute of CPAs has released one of its Accounting and Valuation Guides, “Valuation of Privately Held Company Equity Securities Issued as Compensation,” also known as the Cheap Stock Guide, in an e-book format.

For years, annuities have been considered to be a solution for outliving your income and available assets.

The Financial Accounting Standards Board voted Wednesday to indefinitely defer certain disclosures about investments held by a nonpublic employee benefit plan in its plan sponsor’s own nonpublic equity securities.

The American Institute of CPAs has proposed new standards to build more rigorous oversight of CPA financial planners.

The subsidiary of Deloitte Financial Advisory Services LLP, Deloitte Corporate Finance LLC, has acquired the advisory-focused investment bank, McColl Partners LLC. Terms of the acquisition were undisclosed.

The Financial Accounting Standards Board has issued an accounting standards update setting forth a new approach for determining whether a public or private company is an investment company.