Financial Planning
Latest News
IRS: $53 Million in TCE and VITA Grants Awarded for 2025
AICPA and CPA.com Benchmark Survey: Client Advisory Services (CAS) Practices Report 17% Growth
Small Businesses Using GenAI Report Hiring Success and More Satisfaction With Their Employees
Tax Court Refutes PTSD Tax Claim
Using ChatGPT with Strategic Business Methodologies
Client accounting services often exceed the boundaries of traditional accounting analysis. Many clients want more, such as a strategic planning analysis method such as SWOT, where an ...
CPE & IRS CE Webcast Dec. 11 – Not Just for the Rich: Using Charitable Giving Techniques to Solve Real-World Tax and Financial Planning Problems
Are your clients looking for ways to reduce their tax liability? Charitable giving offers unique opportunities to benefit from tax advantages, support a favorite charity, and generate lifetime income.
AICPA Offers Financial Tips to Recent Hurricane Victims
The personal financial planning experts at the American Institute of CPAs are offering tips to help with financial wellbeing and planning for the future.
Avantax Adds New Advisor Members with Approximately $390 Million in Combined Asset Management
Financial professionals transferring to Avantax receive the tax-intelligent tools, technology, resources and home office support needed to help clients pursue their financial goals.
Avantax Acquires SEP Financial Services
Avantax has acquired SEP Financial Services, which was founded by veteran independent financial advisor Stephen E. Plain.
Intuit Launches FP&A and Management Solution for Growing Businesses
Intuit launched Intuit Enterprise Suite on Sept. 17 to provide right-sized solutions for growing, complex businesses that need advanced reporting, financial planning and analysis (FP&A), and business management tools, all with a single login.
Eide Bailly’s Wealth Management Practice Joins Sequoia Financial Group
Eide Bailly, a national certified public accounting and business advisory firm has announced that Eide Bailly Advisors, LLC’s wealth management team will join Sequoia Financial Group.
How CPAs Can Help Clients with Real Estate and Residential Changes
Most financial advisors will have little issue with managing questions involving the dollars and sense of buying, selling or leasing a typical home. It’s when the conversation turns to the complexities of late-in-life relocations that CPAs may find themselves in uncharted territory.