Financial Planning

December 22, 2015 

More than 95% of CGMAs surveyed said their companies are concerned with the threat of database breaches, distributed denial of service (DDoS) attacks, phishing scams and other cyber attacks. Nearly three quarters, 72%, said their companies have ...

December 21, 2015 

Similar to 401(k) retirement accounts, 529 Savings Plans are investment savings accounts that are based on investments in stock, mutual funds or similar markets. Recognized by the IRS starting in 1996, they are overseen by individual states and ...

December 2, 2015 

The FreshBooks Card Reader is fully integrated into FreshBooks’ payments offering and accounting software for the Web and iOS devices, so invoices and reports are automatically updated as payments are processed. It offers the latest security ...

November 16, 2015 

Seventy percent of those surveyed believed that a strategic investor (competitor, corporate) would offer the greatest price for their business, compared to 30% believing the best deal would come from a financial investor (private equity, venture capital..

November 16, 2015 

The survey asked CPA financial planners to rate their clients’ confidence during the recent fluctuation on a scale of 1-5, (with 1 being the most fearful, 3 being neutral and 5 being the most confident). Established clients of CPA financial planners ...

October 22, 2015 

What you do learn in 40 years or so is what separates a successful CPA from one that struggles every year with mediocre clients and profits. My list of successful attributes is what I like to call the 10 Commandments of a successful CPA starts with ...

Dave McClure

October 20, 2015 

Money talk can be so scary that 59 percent of Americans would rather discuss "the birds and the bees" with a stranger than their personal financial situation (39 percent). This is especially true of women, as 63 percent share this preference compared ...

October 18, 2015 

A survey by the American Psychological Association pinpointed money as the leading cause of stress for Americans, with 72 percent saying they had felt at least some stress about money in the previous month.

October 8, 2015 

The FASB has a project underway to improve accounting rules for financial instruments and is expected to issue a final standard in late 2015 to make targeted improvements to existing Generally Accepted Accounting Principles (GAAP).

October 6, 2015 

America's population is in the midst of a major generational shift as Baby Boomers look toward retirement and a younger generation re-shapes the workforce. A national survey released today by loanDepot LLC, America's lender, suggests Americans may be ...

September 29, 2015 

The impact on the Greek economy continues to be unfold. The bailout calls for a series of austerity measures, including streamlining the Greek pension system and boosting tax revenue, especially from the value-added tax (“VAT”); reforming the labor market

September 23, 2015 

Helping your clients with a full range of services, including creating a business plan and guiding them on how to secure financing, can have a huge impact on their success, increase your integrity as a provider of services and lead to increased referrals.

Sabrina Parsons