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Financial Planning

back-2-school-shopping-600x1

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.

Isaac M. O'Bannon

Featured Articles

June 24, 2025  

Quinn AI Financial Advisory Platform Raises $11 Million Seed Funding

June 3, 2025  

EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+

June 3, 2025  

Long Term Care and Financial Planning: AI’s Role in Solving an Age-Old Challenge

June 2, 2025  

Arax Investment Partners Acquires Schechter Investment Advisors, Increasing Midwestern Presence

May 22, 2025  

EY Report Shows Lagging Investor Confidence as Digital Assets Surge, Unprecedented Wealth Transfer Challenges
credit-card-851506_pixabay_stevepb

Accounting September 7, 2023 

Esker Partners with Boost Payment Solutions to Revolutionize Virtual Card Processing

This first-of-its-kind partnership aims to transform virtual card processing for accounts receivable departments – eliminating tedious manual efforts and streamlining payment reconciliation.

Isaac M. O'Bannon

FASB Approves New Accounting Rules for Joint Ventures

Accounting August 23, 2023 

FASB Approves New Accounting Rules for Joint Ventures

The ASU, issued by the FASB on Aug. 23, provides specific guidance on the accounting for joint venture formations.

Jason Bramwell

Housing Transitions May be Stressful for Senior Clients and Their Families

Payroll August 21, 2023 

Housing Transitions May be Stressful for Senior Clients and Their Families

The decision to stay or to move should be made collaboratively among the individuals, their families, and professionals, such as doctors, CPAs, and estate planners who look after the client's best interests.

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Payroll August 21, 2023 

How a Patient Advocate Can Work for Your Clients

A good patient advocate can empower individuals or families to make informed choices by educating them about the patient’s medical conditions,

Financial Planning for Special Needs Clients Takes Special Professionals

Payroll August 21, 2023 

Financial Planning for Special Needs Clients Takes Special Professionals

More and more families have children with disabilities. In fact, you may have special-needs families among your clientele and not even know it.

Wealth and Asset Management Firms Are Still Hesitant On U.S. Economy

Accounting August 17, 2023 

Wealth and Asset Management Firms Are Still Hesitant On U.S. Economy

Ongoing rate hikes, uncertain market performance, geopolitical tensions, and increased competition all contribute to overall cautious economic predictions.

Isaac M. O'Bannon

BDO USA Calls Its New ESOP ‘a Game-Changer’ for the Profession

Firm Management August 14, 2023 

BDO USA Calls Its New ESOP ‘a Game-Changer’ for the Profession

The sixth-largest public accounting firm in the U.S. said on Monday its ESOP would be among the largest in the country.

Jason Bramwell

IRS Warns Employers About Abusive ESOP Schemes

Taxes August 11, 2023 

IRS Warns Employers About Abusive ESOP Schemes

The IRS has concerns that employee stock ownership plans are being used by some wealthy taxpayers as a tax avoidance tool.

Jason Bramwell

Effectively Leveraging Accounting for Financial Planning Strategy

Small Business August 11, 2023 

Effectively Leveraging Accounting for Financial Planning Strategy

Most small businesses lack the capacity for a financial planning and analysis (FP&A) function, but that doesn't mean they can't build analytical and strategic value from their accounting resources.

Finances and the Aging Parent: A Roadmap For Family Harmony

Payroll August 10, 2023 

Finances and the Aging Parent: A Roadmap For Family Harmony

Aging brings about unanticipated financial challenges that elderly parents need help navigating.

creditcards1

Accounting August 9, 2023 

American Credit Card Debt Tops $1 Trillion for First Time

Balances increased by $45 billion, the most of all debt types, to $1.03 trillion in the second quarter, the New York Fed said in a report Tuesday.

Financial-Smartphone-Apps1

Accounting July 27, 2023 

Majority of U.S. Consumers Use Apps for Finances Before Turning to Accountants

While fintech won’t make advisors obsolete anytime soon, financial professionals need to adapt to changing consumer behavior and play up their strengths by augmenting their services.

Isaac M. O'Bannon

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