• Home
  • About Us Log In Subscribe for Free My Account Log Out
  • Accounting & Auditing
      Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC
  • Tax
      Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning
  • Payroll
      Payroll Benefits Human Resources Payroll Software Payroll Taxes
  • Tech
      Technology Artificial Intelligence Automation Cloud Technology Digital Currency Hardware Security Software
  • Advisory
      Advisory CAS Financial Planning Risk Management
  • Firm Management
      Firm Management AICPA Marketing Mergers and Acquisitions Staffing
  • The Profession
      AICPA Marketing Awards and Rankings
  • Resources
      Webinars and CPE Events Reports and Whitepapers Podcasts Sponsored Content Contributors
  • Conference
      Ensuring Success Registration Speakers Sponsorships
Skip to Intro
 CPA Practice Advisor logo
About Us Log In Subscribe for Free My Account Log Out
  • Accounting & Auditing

      Accounting & Auditing

      Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC
  • Tax

      Tax

      Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning
  • Payroll

      Payroll

      Payroll Benefits Human Resources Payroll Software Payroll Taxes
  • Tech

      Tech

      Technology Artificial Intelligence Automation Cloud Technology Digital Currency Hardware Security Software
  • Advisory

      Advisory

      Advisory CAS Financial Planning Risk Management
  • Firm Management

      Firm Management

      Firm Management AICPA Marketing Mergers and Acquisitions Staffing
  • The Profession

      The Profession

      AICPA Marketing Awards and Rankings
  • Resources

      Resources

      Webinars and CPE Events Reports and Whitepapers Podcasts Sponsored Content Contributors
  • Conference

      Conference

      Ensuring Success Registration Speakers Sponsorships

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
cfpb consumer financial protection bureau 1  58dbe09460878

Accounting July 24, 2023 

Watchdog Agency Wants More Regulations on Use of AI in Lending

The CFPB has already taken steps to stamp out abuses. The agency last month proposed a rule for home appraisals computed by algorithms.

business-finances-33557101

Payroll July 24, 2023 

74 Percent of Americans Have Financial Regrets: Most Commonly Is Not Saving Enough for Retirement

Overall, just 20% of U.S. adults say they do not have any financial regrets, while 6% say they don’t know what their biggest financial regret is.

Isaac M. O'Bannon

Jirav Logo

Accounting July 13, 2023 

Jirav Announces $20M Series B Round Led By Cota Capital

Jirav will use the funds to further accelerate product development, broaden its customer base across small-medium businesses (SMBs), mid-market companies, and accounting firms while hiring talent to support its growth.

Isaac M. O'Bannon

Vic.ai Launches Intelligent PO Matching, a Step Forward in Autonomous Finance

Accounting June 22, 2023 

Vic.ai Launches Intelligent PO Matching, a Step Forward in Autonomous Finance

This release is the latest in Vic.ai’s end-to-end invoice processing solution, which uses AI to automate manually intensive AP tasks and elevate finance and accounting teams.

Isaac M. O'Bannon

Piggy Bank  Money  Pile  1  58de6ea0bd5b1

Payroll June 22, 2023 

Most Americans Uncomfortable with Emergency Savings

Just 43% of Americans say they are comfortable with the level of emergency savings they currently have, including 28% who are somewhat comfortable and 15% who are very comfortable.

Isaac M. O'Bannon

Grant Thornton Expands Private Equity Offerings

Accounting June 20, 2023 

Grant Thornton Expands Private Equity Offerings

In these roles, McManus and Arata will provide Grant Thornton’s private equity clients and their portfolio companies with comprehensive solutions that help drive organic and inorganic strategic growth.

Isaac M. O'Bannon

6 Top Investment Options to Generate Passive Income

Payroll May 31, 2023 

6 Top Investment Options to Generate Passive Income

Passive income investing allows you to work less and earn more. These passive income streams are some of the best to get started.

stress ball 1  588f9e9a4093d

Payroll May 25, 2023 

52% of Adults Say Money Has Negative Impact on Mental Health

Among those who say money has a negative impact on their mental health, 56% say this happens at least once a week (up from 52% last year), which includes 29% who say this happens daily.

Isaac M. O'Bannon

More Americans Struggle with Personal Finances

Payroll May 24, 2023 

More Americans Struggle with Personal Finances

Some 73% of adults were “doing at least OK financially” as of October, down five percentage points from a year earlier and among the lowest levels since 2016.

SEC Chief Blasts Hedge Fund Fees as Agency Readies New Regulations

Accounting May 3, 2023 

SEC Chief Blasts Hedge Fund Fees as Agency Readies New Regulations

For the last two years, SEC Chair Gary Gensler has championed new rules to add scrutiny to hedge funds and private equity firms.

financials_pixabay user 6689062-2860753_1920

Firm Management April 21, 2023 

How Offering Financial Planning Can Enhance Your Credibility as an Accountant

When you offer a wide range of financial services, like financial planning, you serve as a one-stop shop for your client’s financial needs.

Finance Leaders Optimistic But Concerned over Costs

Accounting April 11, 2023 

Finance Leaders Optimistic But Concerned over Costs

Key findings from Grant Thornton’s 2023 Q1 CFO Survey found 54% of CFOs reported being optimistic or very optimistic about the economy.

Isaac M. O'Bannon

  • «
  • 1
  • …
  • 3
  • 4
  • 5
  • 6
  • 7
  • …
  • 28
  • »

Subscribe for free to get personalized daily content, newsletters, continuing education, podcasts, whitepapers and more...

Subscribe
CPA Practice Advisor logo

CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. CPA Practice Advisor has products that deliver powerful content to you in a variety of forms including online, email and social media.

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. © 2025 Firmworks, LLC. All rights reserved. Privacy Policy

About CPA Practice Advisor About Contact Us Contributors Advertise Media Kit Terms of Use Cookie Policy FAQ
Subscribe Newsletters Magazine Archives Subscribe
Conference Ensuring Success Registration Speakers Sponsorships
Follow Us:
Facebook X LinkedIn