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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
business-finances-33557101

Payroll April 4, 2023 

New York State Society of CPAs Launches “Smart Money Habits” Financial Literacy Initiative

The newly created initiative is meant to educate and empower the public regarding vital aspects of financial literacy.

Isaac M. O'Bannon

New Tax Relief for Emergency Expenses

Taxes March 31, 2023 

New Tax Relief for Emergency Expenses

Beginning in 2024, employers may allow plan participants to use a special emergency savings account. This “sidecar account” is capped at $2,500.

Ken Berry, JD

Businesses are Investing for Growth Despite Tough Economic Climate

Accounting March 28, 2023 

Businesses are Investing for Growth Despite Tough Economic Climate

New research shows that businesses have more confidence in their own growth than in the health of the broader economy.

credit-card-851506_pixabay_stevepb

Accounting March 28, 2023 

Fyle Adds Mastercard Integration for Real-Time Reporting

The real-time feeds eliminate the dependency on bank statements, offers greater insights for budgeting and planning, and allows teams to monitor for fraudulent transactions.

Four Reasons to Optimize AP Operations Now

Accounting March 27, 2023 

Four Reasons to Optimize AP Operations Now

AP is the top digitization priority in the back office for finance teams in 2023 because it addresses four of the biggest challenges they face.

Financial-Data-and-Mag-Glass1

Small Business March 21, 2023 

Small Businesses Can Have Fortune 500 Tools, Here’s How

Modeling the future like a Fortune 500 company isn’t outside the realm of possibility for small businesses and their accountants.

The Ebb and Flow of the CFO’s Role: It’s Not Just About Numbers Anymore

Accounting March 17, 2023 

The Ebb and Flow of the CFO’s Role: It’s Not Just About Numbers Anymore

CFOs are pushing their teams of representatives from across the business (not just IT) to evaluate data analytics and business intelligence tools.

money1

Payroll March 6, 2023 

U.S. Banks are Paying Higher Interest on Savings and CD Accounts

After years of earning next to nothing, depositors are discovering a trove of higher-yielding options like Treasury bills and money market funds .

Avantax

Accounting February 23, 2023 

Avantax Sees $1.7 Billion in Newly Recruited Assets, Up 79%

Avantax also continued successfully recruiting accounting firms to its employee-based model with the new affiliation of three large accounting firms.

Isaac M. O'Bannon

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Accounting February 23, 2023 

4 Ways an Outside Financial Hire Can Strengthen a Family Business

While a new hire may be intimidating, a CFO or controller can provide valuable industry and financial expertise especially during economic volatility.

Half of Americans Are Worse Off Now Than 12 Months Ago, Survey Finds

Payroll February 7, 2023 

Half of Americans Are Worse Off Now Than 12 Months Ago, Survey Finds

It is the highest share of Americans who are financially losing ground since 2009, according to Gallup.

From RMDs to Student Debt, SECURE 2.0 Offers a Lot

February 1, 2023 

From RMDs to Student Debt, SECURE 2.0 Offers a Lot

While the law contains nearly one-hundred new retirement provisions, following is a summary of some of the most notable changes ...

Daniel F. Rahill

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