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April 27, 2016
Jim Boomer will succeed L. Gary Boomer as Chief Executive Officer, and will lead the team with newly appointed President, Sandra Wiley. Rounding out the Executive Leadership Team are Dustin Hostetler as Chief Innovation Officer, and L. Gary Boomer as ...
April 26, 2016
The path to achieving financial milestones like paying for a college education, buying a car, owning a home and retiring at an early age always begins with one step: saving for the future.
April 25, 2016
The study found that 73 percent like to do research on their own before making financial decisions, 58 percent rely on financial advice from professionals, and 56 percent trust digital finance advice.
April 25, 2016
A new report from PwC shows that Millennials may be more stressed about their financial situations than any other generation.
April 25, 2016
The first thing most people think about when getting through difficult times or attempting to increase the company’s profitability is “how can I sell more or gain new clients?” In a down market increasing revenue faster than costs can be a challenge ...
April 18, 2016
The mobile-friendly calculator was developed to address the top four financial concerns of consumers found in MassMutual’s State of the Hispanic American Family study: income, savings, retirement and debt. The calculator addresses each financial ...
April 13, 2016
One way to minimize error is to know the common pitfalls of valuations. Sageworks and Chartwell collaborated to produce a practice aid listing 15 common errors found in valuation reports. The complete list is available for download here, but here are ...
April 12, 2016
The TAP provides a forum for taxpayers to raise concerns about IRS service and offer suggestions for improvement. The TAP reports annually to the Secretary of the Treasury, the IRS Commissioner and the National Taxpayer Advocate.
April 7, 2016
Focusing your organization around better client service requires you not only to work faster, but also smarter. You need to be agile to compete, drive transparency into your processes and be able to effortlessly mobilize organizational knowledge and ...
April 7, 2016
Timothy Christen is Chairman and CEO of Baker Tilly Virchow Krouse, LLP (Baker Tilly). With more than 2,500 employees, Baker Tilly is the 13th largest accounting firm in the nation. In addition to serving Baker Tilly, Tim currently serves as the ...
April 5, 2016
As further evidence that the role of CFO is becoming less tactical and more strategic, the survey found that only 8% of CFOs, or teams reporting directly to the CFO, are spending the bulk of their time closing the books each month. By contrast, the ...
April 5, 2016
Thomson Reuters Checkpoint Financial Management and Controllership combines expert analysis and practical, day-to-day guidance for financial managers and controllers, incorporating sample statements, budgets, disclosures, customizable checklists, ...