Financial Management

Featured Articles

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September 18, 2015 

New Invoicing Feature Integrates With SMB Financing System

This feature allows small businesses to enter the details of paper invoices into BlueVine’s cloud-based invoice factoring solution, manually creating an online invoice. Without being required to connect accounting software to BlueVine, qualified ...

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September 8, 2015 

The 4 Keys to Financial Planning

Having a well-balanced, holistic financial plan is equally important, especially as individuals approach retirement, Cassidy says. Such a blueprint should cover guaranteed income planning, wealth management, tax minimization strategies, long-term ...

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September 1, 2015 

Wealth Manager Gives Long-Term Budget Advice to LGBT Couples

For LGBT couples, modern families and society in general, history is being made rapidly. Following the movement of a majority of U.S. states to approve marriage equality over the pat couple of years, the Supreme Court voted to make same-sex marriage a right nationwide. “The progress we’ve made as a community and as a society...…

Financial Planning1 1  54b42338b60d4

August 26, 2015 

The 4 Phases of a Sound Financial Plan

Everything looks like a nail if your only tool is a hammer – that’s what financial planning expert Brad Berger finds himself telling clients all the time.

 IRS Has Material Weakness in Internal Controls Over Unpaid Tax Assessments

July 22, 2015 

IRS Has Material Weakness in Internal Controls Over Unpaid Tax Assessments

The Internal Revenue Service (IRS) is currently planning activities to address a recurring financial material weakness in its internal control over unpaid tax assessments.  However, planning for the Customer Account Data Engine 2 (CADE 2) Transition State 2 (TS2) has not included specific actions and activities necessary to guide new system development efforts and to...…

Isaac M. O'Bannon