Small Business July 17, 2025
Back-to-School Season Gets Early Start
The early start is up from 55% last year and is the highest since NRF started tracking early shopping in 2018.
Accounting December 11, 2024 Sponsored
Archived Webcast – Not Just for the Rich: Using Charitable Giving Techniques to Solve Real-World Tax and Financial Planning Problems
Are your clients looking for ways to reduce their tax liability? Charitable giving offers unique opportunities to benefit from tax advantages, support a favorite charity, and generate lifetime income.
Financial Planning October 22, 2024
AICPA Offers Financial Tips to Recent Hurricane Victims
The personal financial planning experts at the American Institute of CPAs are offering tips to help with financial wellbeing and planning for the future.
Financial Planning October 10, 2024
Avantax Adds New Advisor Members with Approximately $390 Million in Combined Asset Management
Financial professionals transferring to Avantax receive the tax-intelligent tools, technology, resources and home office support needed to help clients pursue their financial goals.
Financial Planning October 1, 2024
Avantax Acquires SEP Financial Services
Avantax has acquired SEP Financial Services, which was founded by veteran independent financial advisor Stephen E. Plain.
Small Business September 23, 2024 Sponsored
Intuit Launches FP&A and Management Solution for Growing Businesses
Intuit launched Intuit Enterprise Suite on Sept. 17 to provide right-sized solutions for growing, complex businesses that need advanced reporting, financial planning and analysis (FP&A), and business management tools, all with a single login.
Firm Management September 10, 2024
Eide Bailly’s Wealth Management Practice Joins Sequoia Financial Group
Eide Bailly, a national certified public accounting and business advisory firm has announced that Eide Bailly Advisors, LLC’s wealth management team will join Sequoia Financial Group.
Firm Management September 9, 2024
How CPAs Can Help Clients with Real Estate and Residential Changes
Most financial advisors will have little issue with managing questions involving the dollars and sense of buying, selling or leasing a typical home. It’s when the conversation turns to the complexities of late-in-life relocations that CPAs may find themselves in uncharted territory.
September 3, 2024 Sponsored
How to Become a Financial Hero to Your SMB Clients
With AI, automation, and other technology trends influencing the market, many SMB business leaders are struggling with cash flow and unsure where to turn for financial advice.
Financial Planning August 3, 2024
Avantax Wealth Management Welcomes Noble Oak Financial
Avantax’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.
Payroll January 24, 2024
Less than Half of Americans Can Afford a $1,000 Emergency Expense
When asked how a sudden loss in income or employment would impact their finances, nearly two-thirds (66%) are worried they would not be able to cover their immediate living expenses over the next month.
Financial Planning December 28, 2023
Personal Finance: Pay Off Mortgage First, or Invest?
You might be better off putting those payoff funds toward investing, some experts say, while others believe it’s better to unload your debt, then focus on investments.
Financial Planning November 29, 2023
Managing Personal Finances for Adult Children with Disabilities
It’s not unusual for people with Down syndrome to live into their 60s and those with cerebral palsy to reach 50 years in age.