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.
August 18, 2015
3 Tips to Achieve Financial Success
Ultimately, each person must be his or her own best financial advocate. It may take a team of professionals in various fields to provide retirees with the good life, but individuals need to be their own most valuable player for their well-being.
August 4, 2015
“The Data-Enabled CEO”- 5 Steps to Turn Data Insights into Competitive Business Advantages
Today’s CEOs face a host of complex business challenges, including how to harness disparate streams of data to generate pragmatic insights and deliver increased profitability. The difficulty CEOs face is not in obtaining the data, but in determining ...
July 22, 2015
New Guide Helps Americans Handle the Financial Consequences of Natural Disasters
Safeguarding one’s finances in case of a catastrophic event is an often overlooked aspect of disaster preparedness. To help people mitigate potential damages and lessen the financial blow of a disaster, The American Institute of CPAs (AICPA), American ...
July 22, 2015
AICPA Names Winner of New Scholarship for Financial Planning
The Institute established the scholarship in 2010 to encourage young CPAs to use their financial expertise in the practice of estate planning. The scholarship honors P. Thomas Austin, who chaired the Advanced Estate Planning Conference for three ...
July 22, 2015
Americans Most Satisfied with Personal Finances Since 2007: Post-Recession High
An increase in job openings and a rise in home equity values coupled with continued reductions in loan delinquencies means that the financial outlook for the average American is the most positive it has been since the third quarter of 2007.
July 8, 2015
IPO Market Heats Up in Second Quarter, According to PwC
The U.S. IPO market came back to life in the second quarter of 2015, surging 83 percent in volume and 111 percent in proceeds raised, compared to the first quarter of 2015, according to IPO Watch, a quarterly survey by PwC US.
June 24, 2015
CFOs List Economic Uncertainty and Competition as Top Concerns
The majority of CFOs plan to take on more strategic leadership roles (69 percent) and cite a culture of analytics as a key competitive advantage in today’s business climate (56 percent).
June 22, 2015
IRS Proposes Tax-Favored Accounts for Young People with Disabilities
The Internal Revenue Service has released proposed regulations implementing a new federal law authorizing states to offer specially-designed tax-favored ABLE accounts to people with disabilities who became disabled before age 26.
June 7, 2015
Nine Tips to Avoid Investment Scams
The world is full of ambitious people with big ideas. Unfortunately, often the big idea is to separate you from your money. Don't get scammed. If you're considering making a significant investment in a start-up or early stage company, follow these ...
June 4, 2015
CPAs Must Catch Up to Clients with Real-Time Mobile Tech
Technology has reached the point where accountants may seem outdated even if they’ve evolved beyond the stereotype. You know? The bespectacled individual sitting behind a desk stacked high with papers, while wearing a green visor, filling out printed ...
May 26, 2015
U.S. Institutional Investors Pump Billions Into Europe
North American institutions are planning long-term investments in foreign infrastructure and are pumping billions of pounds into Europe, a report from Armstrong International shows.
May 11, 2015
‘High Net Workers’ Redefine Wealth Accumulation and Retirement Goals
A subset of Americans is redefining the way families within their income bracket live, work and plan for the future, according to a survey released today by EverBank. The High Net Worker (HNW), named for the group’s earning power, dogged work ethic and av