Financial Planning

Fewer workers this year plan to use their tax refunds to pay off their bills, and more plan to put the money into savings, according to a new survey.

The American Institute of CPAs has joined up with the White House on a new initiative aimed at helping veterans and their families who want to start or grow a small business.

Check out the digital edition of the April 2011 issue of Accounting Today.

Rising fuel and food prices are blunting the gains from the economic recovery, hurting Americans’ ability to save and weighing on consumer sentiment, according to a new survey conducted for the American Institute of CPAs by Harris Interactive.

The Financial Accounting Standards Board has revised its accounting standards to provide greater consistency in the treatment of various types of debt restructuring.

Despite an earnings slide of roughly 13 percent compared to 2009, some 94 percent of financial advisors remain satisfied with their career choice, according to a recent poll.

BOOMERS EXPECT TO DELAY RETIREMENT BY FOUR YEARS

There are several ways to serve your clients in the financial planning world. None are wrong or right—but some are definitely better than others.

The Treasury Department and the Internal Revenue Service said Thursday they have extended the deadline beyond April 18 for filing a key tax form for people who died last year.

Nies Financial Group, a financial firm based in Sartell, Minn., will be joining KDV Wealth Management, a regional financial services and CPA firm, effective April 1.