Advisory July 7, 2026
The Structured Installment Sale: What CPAs Should Be Telling Business and Real Estate Clients Before They Close
Make the structured installment sale a standard question in every pre-sale conversation.
September 15, 2015
FinancialForce.com Announces Enhancements to Financial Visibility and Reporting
Businesses can now easily track and see the financial impact on any aspect of their operations, including customers, employees, cases, projects and campaigns, by linking or sub-analyzing their chart of accounts with object elements on the Salesforce App.
September 15, 2015
4 Tips To Help Couples Keep The Peace About Money
A survey by the American Psychological Association pinpointed money as the leading cause of stress for Americans, with 72 percent saying they had felt at least some stress about money in the previous month.
September 15, 2015
Scams Show the Vital Importance of Strong Financial Controls
Also known as “CEO fraud,” this type of scam is surprisingly easy for criminals to pull off with just a little social engineering and a rudimentary knowledge of technology. But there’s good news – simple accounting controls can go a long way in ...
September 10, 2015
Surprise: College Students Not As Financially Prepared As They Think
The survey found that, despite the nearly universal feeling among college students about the importance of personal financial management skills – 99 percent said they were either extremely or very important –they are not actively taking steps to ...
September 9, 2015
New Personal Finance Book Focuses on “The Sisterhood of Money”
Despite having roughly half the wealth in the United States, studies indicate that women could use support in understanding their finances, including when it comes to making decisions for investments.
September 8, 2015
The Core Phases of a Sound Financial Plan
Despite all of these tools that some financial advisors may ignore in this solution phase, there are also three other phases when creating a sound financial plan. Berger reviews the phases.
September 8, 2015
The 4 Keys to Financial Planning
Having a well-balanced, holistic financial plan is equally important, especially as individuals approach retirement, Cassidy says. Such a blueprint should cover guaranteed income planning, wealth management, tax minimization strategies, long-term ...
September 1, 2015
Wealth Manager Gives Long-Term Budget Advice to LGBT Couples
For LGBT couples, modern families and society in general, history is being made rapidly. Following the movement of a majority of U.S. states to approve marriage equality over the pat couple of years, the Supreme Court voted to make same-sex marriage a right nationwide. “The progress we’ve made as a community and as a society...…
August 26, 2015
Health Savings Accounts (HSAs): A Win-Win-Win
HSAs were implemented in 2004 in the United States to provide a medical savings account for individuals who were enrolled in a high-deductible health plan, or HDHP. An HSA allows an individual to contribute amounts each calendar year to pay for ...
August 26, 2015
The 4 Phases of a Sound Financial Plan
Everything looks like a nail if your only tool is a hammer – that’s what financial planning expert Brad Berger finds himself telling clients all the time.
August 26, 2015
4 Ways a Holistic Approach to Personal Finances Can Make a Difference
When you think of what matters most to you and your family, there’s nothing more important than health and well-being, says Kirk Cassidy, a Registered Investment Advisor (RIA) who emphasizes the importance of the holistic approach to personal finances.
August 26, 2015
What Keeps CFOs Awake at Night? Study Shows CFOs Optimistic But Cautious
More than half (55 percent) of CFOs say uncertainty in the U.S. economy is a major concern that could impact their businesses’ growth in the next 12 months. This is despite the fact that most CFOs expect the U.S. economy overall to remain the ...