Financial Planning July 25, 2026
2026 Comic Book Investing: A Mid-Year Report Card
Comics are serious, solid investments. The market is strong and diverse, with comics from various genres and time periods appreciating in value.
November 3, 2014
Report Looks at Tax and Financial Planning for Baby Boomers
A new report focuses on three key tax and financial planning opportunities tax practitioners can provide for their baby boomer clients who are approaching retirement and planning for their children’s and grandchildren’s college costs.
October 30, 2014
Accounting Firms Decosimo and Elliott Davis to Merge
The accounting firms of Elliott Davis and Decosimo, both headquartered in the Southeast U.S., will merge effective January 1, 2015. The combined firm, which will be known as Elliott Davis Decosimo, creates the region’s fifth largest accounting firm ...
October 29, 2014
8 Steps Women Can Take to Improve Their Relationship with Money
Do women have different relationships with money than men? Very definitely, yes, says entrepreneur and business coach Meriflor Toneatto.
October 28, 2014
Professionals on the Move – October 28, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
October 27, 2014
Harvard, MIT and $100,000 in Free Consulting: How One Accounting Firm Plans to Hit Aggressive Growth Goals
Imagine having 80 of the finest, Ivy League-educated minds at your disposal for 10 days. They encompass a variety of academic backgrounds from science to medicine to law. Their sole purpose is to thoroughly examine your firm, customer base, industry and c
October 24, 2014
U.S. Workers More Aware and Focused on Personal Finances
U.S. employees are more aware, focused, and motivated to improve their overall financial wellness, according to a new study.
October 23, 2014
How the Net Investment Income Tax Can Bite Your Clients, and How to Get Them Prepared
If there is one thing that all CPAs can agree upon, it is that the 2014 tax return filing season was one of the most strenuous that any practitioner has seen in their career. Between rate increases, the imposition of new taxes, and the reinstatement of th
October 23, 2014
Five Financial Resolutions for 2015
Losing weight, eating healthy and hitting the gym more frequently tend to be popular New Year resolutions but this year, think about putting your finances first. According to Patrice C. Washington, the Money Maven of the Steve Harvey Morning Show, ...
October 23, 2014
Data Shows the Best Peforming Business Industries of 2014, Accounting Makes the List
Accounting practices make the top 10... As the U.S. continues to climb itself out of the economic doldrums, some industries are actually performing quite well. Which ones?
October 23, 2014
IRS Increases 401k Limitations for 2015
The Internal Revenue Service has released the cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015.
October 22, 2014
TIAG Conference in Hong Kong Draws Accounting Pros from U.S. and Around the World
The International Accounting Group (TIAG) will hold its 23rd international conference from October 20 through 22nd in Hong Kong.
October 22, 2014
Southern California Accounting Firm Moves to Larger San Diego Location
Haskell & White LLP, one of Southern California’s largest independently owned accounting, auditing and tax consulting firms, has moved to a larger location in San Diego that better suits the growing office’s needs. The new office is located in ...