Financial Planning

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February 3, 2016 

CFOs Increasingly Value Soft Skills, Collaboration

The vast majority of the 533 global CFOs surveyed also cited collaboration with other parts of the organization as a key initiative in 2016, as finance increasingly sits at the “hub” of big data.

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January 12, 2016 

The Top 5 Accounting Mistakes by Small Business Owners

Small business owners face numerous everyday challenges, and they usually conquer them with their entrepreneurial strength. Unfortunately, keeping the books on their growing business is not a skill someone can simply persevere through and get it right.

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December 30, 2015 

Millennials and Money: Six Trends for 2016

This social-savvy and boundary-pushing group is wielding its influence on virtually every industry, including the financial one. Here's a look at six of the most popular finance trends among Millennials and a preview of what to expect in 2016.

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December 21, 2015 

Are College Savings Plans Right for Your Family?

Similar to 401(k) retirement accounts, 529 Savings Plans are investment savings accounts that are based on investments in stock, mutual funds or similar markets. Recognized by the IRS starting in 1996, they are overseen by individual states and ...

 Investors Gain Confidence from CPA Financial Planners

November 16, 2015 

Investors Gain Confidence from CPA Financial Planners

The survey asked CPA financial planners to rate their clients’ confidence during the recent fluctuation on a scale of 1-5, (with 1 being the most fearful, 3 being neutral and 5 being the most confident). Established clients of CPA financial planners ...

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October 22, 2015 

The 10 Commandments of the Successful CPA

What you do learn in 40 years or so is what separates a successful CPA from one that struggles every year with mediocre clients and profits. My list of successful attributes is what I like to call the 10 Commandments of a successful CPA starts with ...

Dave McClure

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October 20, 2015 

Retirement and Healthcare Costs Top List of Financial Fears

Money talk can be so scary that 59 percent of Americans would rather discuss "the birds and the bees" with a stranger than their personal financial situation (39 percent). This is especially true of women, as 63 percent share this preference compared ...