Financial Planning

by Dave McClure

by Bob Rywick

by Derek Graham

Wealthiest Taxpayers Accounted for 7 Percent of Charitable Gifts: Gifts by the 400 wealthiest taxpayers in the U.S. accounted for about 7 percent of all charitable gifts reported on income tax returns for the year 2000, according to the NewTithing Group, a nonprofit donor education and research organization.

New York -- The American Institute of CPAs’ Personal Financial Planning Division has honored CPA/PFS William J. Goldberg with the division’s Distinguished Service Award for financial planning.

by Bob Rywick

by Thomas Dalpiaz

Chase Inks Deal with C2B as Preferred Provider: JPMorgan Chase has signed an agreement to become the preferred provider of small business banking services through the American Institute of CPAs’ Business Solutions program, CPA2Biz Inc., the institute’s Internet portal.

by Bob Rywick

by Cynthia Harrington