Financial Planning November 6, 2026
94% of Men Feel Pressure to Financially Support Themselves and Their Dependents
Financial responsibility is closely tied to their sense of self, with 78% saying losing their job would feel like a personal failure
May 22, 2017
Three New Members Appointed to IRS Advisory Committee on Tax Exempt and Govt Entities
The committee includes external stakeholders and representatives who deal with employee retirement plans; tax-exempt organizations; tax-exempt bonds; federal, state, local and Indian tribal governments.
May 22, 2017
10 Tips for Firm Retreats
As a former managing partner (MP) with a firm who religiously held an annual retreat, I can offer a few tips to you from experience that will help you get the most out of the process. You're investing a lot of time (= money) taking your top talent ...
May 22, 2017
America’s Aging Workforce
According to a new survey by the global consulting and advisory giant Willis Towers Watson one in four U.S. employees believe they won’t be able to retire until after age 70, if at all, and nearly one-third (32 percent) say they ...
May 21, 2017
Job Search Tips for the Class of 2017
With graduation season upon us, members of the Class of 2017 are planning their entry into professional careers. Many resources exist to help new grads craft a resume or prepare for an interview, but not all questions have simple answers.
May 21, 2017
Grant Thornton Named Best Forensic Accounting Firm
This award recognizes Grant Thornton’s Forensic Advisory Services practice, which specializes in helping companies and their legal counsel investigate allegations of fraud, waste or abuse and whistleblower claims, as well as understand regulatory ...
May 19, 2017
Professionals on the Move – May 19, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
May 8, 2017
10 Tips for Firm Strategic Retreats
Another tax season is over and many CPA firms are turning their attention to scheduling their annual planning retreat. If you're not one of them then I encourage you to become one; planning retreats are a critical part of firm management and strategy.
May 3, 2017
Clayton Confirmed as Chair of SEC
Nominated by President Trump for the position, Clayton has urged the reversal of financial regulations put in place during the Obama presidency, although he has stated that he does not have plans to completely roll back Dodd-Frank.
May 2, 2017
New CEIV Accounting Credential Recognizes Fair Value Measurement
The exam for the Certified in Entity and Intangible Valuations (CEIV) credential for fair value measurement is now available. It offers the opportunity for finance professionals to receive this credential from the American Institute of CPAs (AICPA) ...
May 2, 2017
Withum Acquires Technology Consulting Firm Portal Solutions
According to Cohen-Dumani, the two firms’ combined resources will bring a new breadth of services to Portal Solutions’ clients. “Withum’s considerable resources will accelerate our expansion in Data and Analytics solutions, Mobile Development, Security an
April 26, 2017
AICPA Creates Cybersecurity Risk Management Reporting Framework
The AICPA’s new framework will enable all organizations – in industries worldwide – to take a proactive and agile approach to cybersecurity risk management and to communicate on those activities with stakeholders. Two resources that support reporting ...
April 24, 2017
April 2017 Small Biz Channel
Ebook Shows Easy Ways to Improve Cash Flow A new ebook helps accountants help their business clients understand and take advantage of opportunities to improve cash flow. The Definitive Guide to Improving Cash Flow, which was produced by Sageworks and is free to download, focuses on three major subjects and includes chapters that cover how...…