Financial Planning
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GASB Asks For Input on Infrastructure Assets Proposals
AI and Privacy Regulations – The Accounting Technology Lab Podcast – Oct. 2024
RSM US and RSM UK Plan Merger of Transatlantic Units
The Missing Piece of Your M&A Plan: Merging Process & Technology
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.
How to Become a Financial Hero to Your SMB Clients
With AI, automation, and other technology trends influencing the market, many SMB business leaders are struggling with cash flow and unsure where to turn for financial advice.
Avantax Wealth Management Welcomes Noble Oak Financial
Avantax’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.
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.