Technology June 16, 2026
FINRA Rule 4511 and the 2026 Oversight Report make clear that recordkeeping obligations apply to business communications regardless of channel or format.
May 3, 2016
Thought leaders such as Gale Crosley, Doug Sleeter, Tim McDaniel and Erik Asgeirsson share insight on the importance of serving as “quarterback” for business clients. Jody Padar and Allan D. Koltin discuss approaches for ...
May 2, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
May 2, 2016
80 percent of respondents said that credit scores were important. When asked what attributes were important in a spouse, 92 percent of survey respondents said financial responsibility.
April 28, 2016
Fiscal management, and through that, accounting, has been at the center of human survival since mankind figured out how to trade and barter. We now have an established way to measure the value of any trade: money. And since, it has been a central ...
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.