Financial Planning

Nonprofit-focused accounting software maker Serenic Corporation is now offering free trials of Serenic Navigator Express, a cloud-based version of the company’s flagship accounting product designed to track multiple funds, manage expenses against budgets, and produce timely, accurate reports.

U.S. Wealth Management chairman and CEO John Napolitano discusses the unappreciated qualities that make up a great financial planner, in an interview with Accounting Today editor-in-chief Daniel Hood.

The Securities and Exchange Commission charged Fifth Third Bank’s holding company, Fifth Third Bancorp, on Wednesday and its former chief financial officer, with improper accounting of commercial real estate loans during the financial crisis.

A roundup of financial planning news from the previous month

Identifying the qualities of a top-notch financial planner

The Public Company Accounting Oversight Board plans to hold a meeting next Wednesday to discuss re-proposing a requirement for auditing firms to disclose in the auditor’s report the names of the engagement partner and certain other participants in the audit.

The Internal Revenue Service has released final regulations for the Net Investment Income Tax that was included in the Affordable Care Act.

Host Analytics is now offering a tool to instantly move Microsoft Excel models into a centralized, cloud environment to facilitate financial planning and reporting.

The Governmental Accounting Standards Board has issued a fix to correct a problem that emerged with the transition to new pension accounting standards.

With only weeks remaining in 2013, many Americans have finalized their financial planning for the year, thinking they’ve done all they can to maximize tax savings. But many do not know there are still a number of opportunities to do some last-minute finagling to save as much as possible.