CAS July 23, 2026
Americans Lost $68 Billion to Scams in 2025
6% of the U.S. population were victims of financial scams in 2025, with total losses reaching approximately $68 billion.
April 15, 2013
First Financial Planning Competency Handbook released by CFP Board
CFP Board's First-Ever Book Published by Wiley
April 15, 2013
Investor Advocate Warns That Investors in Non-Traded REITs Could Have Losses They Don’t Know About
One of the nation's largest brokerage firms, LPL Financial has been ordered to re-pay more than $2 million in restitution to investors who bought shares of REITs that are not traded on the stock exchange.
April 9, 2013
WeiserMazars LLP Selects Ron Ries as Partner of Not-for-Profit Group
Accounting, tax and advisory services firm, WeiserMazars LLP, recently announced it has named Ron Ries as Partner of its Not-for-Profit Group in efforts to strengthen its ties to the nonprofit sector.
April 9, 2013
Payroll tax changes aren’t affecting many investors’ behavior
Half of investors have not changed their savings or spending behavior despite a reduction in take-home pay due to payroll tax changes this year, according to the John Hancock Investor Sentiment Survey.
April 8, 2013
2013 Innovation Awards Nominee: ProSystem fx Client Intelligence
ProSystem fx Client Intelligence nominated for 2013 Innovation Awards.
April 5, 2013
Paying for college with bubblegum? This highschooler is doing it with his own small business
He's saving for college 25 cents at a time. For Firestone High School senior David Krichbaum, that means handfuls of peanut M&Ms and shiny quarters, a ton of sales pitches and more than 200 rejections.
April 4, 2013
Houston CPA firm Gainer Donnelly forms Investment Advisory group
Gainer Donnelly Forms New Entity to Offer Investment Advisory and Financial Planning Services
April 4, 2013
SEC continues probe of suspicious trading of H.J. Heinz stock, Swiss account
SEC has a lot to sort out in the H.J. Heinz Co. investigation
April 3, 2013
Study shows how investor attitudes and actions have changed since beginning of financial crisis
A new study by Fidelity Investments shows how investors have changed their attitudes and behaviors over the past five years, since the start of the financial crisis in 2008.
April 3, 2013
Two Key Questions for Accounting Firms and CPAs
I recently attended the second annual Cloud Symposium along with 48 other industry thought leaders. CPA2Biz executives hosted the event at AICPA corporate offices in New York.
April 1, 2013
Some Pennsylvania businesses to see decrease in Workers Comp rates
Workers' Compensation Insurance Rates to Decline for Some PA Employers in April
March 29, 2013
Professionals on the Move – March 29, 2013
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.