Financial Planning
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IRS Offers Special Resources Pages in 21 Languages
Grant Thornton Is the Latest U.S. Firm to Get Into Bed With Private Equity
Deloitte Consulting CEO Says Workers Are Not as Afraid of AI as You Might Think
IRS Says March 22 is Deadline to Resolve Questionable ERC Claims
Less than Half of Americans Can Afford a $1,000 Emergency Expense
When asked how a sudden loss in income or employment would impact their finances, nearly two-thirds (66%) are worried they would not be able to cover their immediate living expenses over the next month.
Personal Finance: Pay Off Mortgage First, or Invest?
You might be better off putting those payoff funds toward investing, some experts say, while others believe it’s better to unload your debt, then focus on investments.
Managing Personal Finances for Adult Children with Disabilities
It’s not unusual for people with Down syndrome to live into their 60s and those with cerebral palsy to reach 50 years in age.
Estate Planning: A Guide for Accountants
Early estate planning strategies are critical to your clients, and accountants and tax professionals can offer significant and valuable assistance in the process.
The Accounting Technology Lab Podcast – Review of Clockwork – Nov. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss Clockwork, an AI-powered intelligent financial advisory tool.
New Employer Rules for 401(k) Catch-Up Contributions
The new SECURE 2.0 law adds another layer, beginning in 2025, for participants who are age 60 through 63.
The Pros and Cons of Annuities: A Guide for Financial Advisors
As financial advisors, you will act as a middle ground between the insurance company and the annuitant to facilitate the contract.
Life Insurance Planning Tips for Parents and Caregivers
October is National Financial Planning Month, making it the perfect time to consider your family’s future financial well-being, including your decision of whether you need life insurance.