Taxes December 24, 2025
Tax Tips on Life Insurance Loans
If you acquire permanent whole life insurance as opposed to term life insurance, your premium payments build up a cash value in the policy.
April 10, 2022
Professionals on the Move: April 2022
Professionals on the Move is a round-up of recent promotions and hiring announcements in and around the tax and accounting profession.
April 10, 2022
More than Half of Workers Would Consider New Job; Even Top Earners Not Satisfied
51% of employees are not actively looking for a new job but would consider a switch if the opportunity arose. Among employees who earn an annual salary of $100,000 or more, that figure jumped to 58%.
April 8, 2022
Business Owners Can Find Support and Mentorship in Accounting and Tax Pros
The advice an experienced tax and accounting professional has to offer can really make the difference in your success, not only in the area of business operations and optimization, but when planning and beyond.
April 8, 2022 Sponsored
Case Study: Small-Scale File Sharing
In 2019, Aronson, a leading firm based in Maryland, was looking to streamline its assurance document exchange process. In this case study, you’ll learn more about the challenges the teams at Aronson faced, how they evaluated technology solutions, an ultimately how they were able to streamline the document exchange process while leveraging innovative technology to...…
April 7, 2022
Should You Turn to Convertible Bonds?
If you invest in the volatile stock market, it’s often feast or famine, especially in this current environment. But there’s a way you may be able to hedge your bets. By investing in so-called “convertible bonds,” you can benefit rom rising prices ...
April 7, 2022
The Tax Tips About TIPs: Treasury Inflation Protection Securities
Now that inflation is on the upswing, it’s likely you’ll be hearing more about Treasury Inflation Protection securities—or TIPs, for short. TIPs are U.S. Treasury bonds designed to provide protection to investors during times of ...
April 7, 2022
Seeking Safe Tax Haven With Series I Bonds
As inflation continues to heat up, investors are searching for ways to provide a measure of protection. One possible safe haven is to invest in Series I Bonds (short for inflation bonds). This security combines the security of U.S. Savings Bonds with ...
April 7, 2022
Tax Angles to U.S. Series EE Savings Bonds
For investors looking for safety and a definitive return on their money, U.S. Savings Bonds are a tried-and-true option. Although they aren’t as glamorous as many other investments, you know exactly what you’re getting. Plus, you have more tax leeway ...
April 7, 2022
Tax Pros and Cons to Municipal Bonds
Municipal bonds—frequently called “munis” for short—are often attractive to investors in the highest income tax brackets. Nevertheless, despite the obvious benefits, there are potential drawbacks to watch out for as well.
April 7, 2022
Last-Minute Filing Tips from Illinois CPA Society
Filing federal and state tax returns is always a hectic and complicated process. The Illinois CPA Society reminds taxpayers that CPAs have your back. CPAs are strategically positioned to help file your tax returns while determining the best ways to ...
April 7, 2022
Why Financial Advisors Need to Level Up Their Customer Databases
Technologies like Customer Relationship Management (CRM) tools can help FAs stay organized amid this demand—that is, if they leverage the tools to their full capabilities. While many advisors already maintain a customer database, these systems are ...
April 7, 2022
PKF O’Connor Davies Announces Updated Flexible Work Policy and Enhanced Benefit Offerings
These updates incorporate the best practices and approaches that have emerged over the last two years of the COVID-19 pandemic into the program, which remains among the most flexible in the profession. These updates are designed to maximize the ...