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The Pennsylvania Institute of CPAs released a report analyzing how firms can attract and retain talent amid the accountant shortage.
February 25 -
The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that advisers can use to highlight the value of HSAs.
February 11 -
The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.
February 10 -
Young athletes are raking in as much as several millions of dollars a year, but the nascent legalized pay for student-athletes needs reforms, a new study said.
February 4 -
They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.
January 27 -
A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.
January 27 -
A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.
January 22 -
The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.
January 16 -
More firms are creating alternative paths for employees who want to excel, but who don't want to "sell their soul to the firm" in order to make partner.
January 14
Earmark CPE -
Here are some life lessons I've learned from dusting myself off in sports, academics, and my accounting career.
January 9
Nazareth CPAs Global Accountants -
Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.
December 23 -
The profession's most influential ponder whether personal and professional commitments can exist in harmony.
December 18 -
As part of this year's Top 100 Most Influential People survey, Accounting Today asked, "Do you feel you have work-life balance? If so, how have you achieved it?"
December 18 -
Al-Nesha Jones envisioned a better busy season, and made it happen at her ASE Group
December 2 -
By viewing time as a valuable asset — much like the financial assets you manage for clients — you can make better choices about how you invest your hours.
November 27
The B3 Method Institute -
The accounting profession is grappling with both a shortage of talent and a generational shift in workplace expectations.
November 1
AGH Consulting Group -
Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.
October 28 -
Projected brackets; the remote debate; relief and refunds; and other highlights from our favorite tax bloggers.
September 17
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Tax targets; getting creative; one SALT workaround; and other highlights from our favorite tax bloggers.
September 10
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Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.
August 12










