Financial Planning

August 18, 2016 

The new RIVIO Clearinghouse (see accompanying article) is a solution to a problem of financial hijinks with which you might not be familiar. After all, most CPAs perform their services ethically and expect their clients to represent their financial ...

Gail Perry

August 8, 2016 

The findings uncovered different sentiments among age groups. Fifty-nine percent of professionals 55 years of age and older consistently see how their work contributes to the company's bottom line, but just 38 percent of those 35 to 54 years old agreed.

July 25, 2016 

The study compared average credit scores in the 25 most populous metropolitan areas, adjusted for differences in age, income, education and strength of the local economy.

July 19, 2016 

For Baby Boomers, however, financial confidence has edged up three percentage points, with 82 per cent now confident they will meet their goals.

July 13, 2016 

While global financial and regulatory reporting demands have grown exponentially over recent years, CFOs are successfully implementing solutions to handle complex reporting needs while simultaneously increasing the overall agility of their teams and ...

July 12, 2016 

For some of your organizations, this is the time you are upgrading to Windows 10 and the latest Office 2016. For others, you have decided to stand pat with your Windows 7 and Office 2010 implementation. Part of my purpose in writing this column month ...

Randy Johnston

July 11, 2016 

Often perceived as irresponsible job hoppers, Millennials are actually loyal to their jobs as long as employers pay them fairly – and while they carry more student debt than any generation before, that's not stopping them from moving forward with ...

July 7, 2016 

Overall, the general population is still shying away from investing in the stock market. More than half of the respondents (54%) say they do not invest. The top reason cited for staying out of the stock market is not having enough money (48%), followed

June 28, 2016 

This quarter, the top five external risks cited were: 1) oil/commodity prices, 2) U.S. economy pullback, 3) new/burdensome regulation, 4) the upcoming election/political uncertainty in the U.S., and 5) global growth/recession/volatility and capital ...

June 22, 2016 

Contrary to the popular wisdom about Millennials being debt-averse and using debit cards or checking accounts, a new survey by analytic software firm FICO shows Millennials want credit cards and use them regularly.

June 15, 2016 

Crunching numbers sums up the view many individuals have of the accounting field and it was just that for many years, given the relatively limited amount of data that had to be entered and worked with. Financial reports, after all, only rely on a ...

June 15, 2016 

A client asked his CPA for her opinion regarding an investment they were considering. Because the CPA did not have experience with this type of investment, she advised the client to consult with his own financial adviser, but she did not document the ...