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Financial Planning

The Structured Installment Sale: What CPAs Should Be Telling Business and Real Estate Clients Before They Close

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.

Sean Whitehead

Featured Articles

June 17, 2026  

5 Tips to Build a Healthy Money Mindset and Grow Your Finances

June 17, 2026  

How Parents Can Build a Healthy Money Mindset and Grow Their Finances

April 20, 2026  

Fraud Remains a Top Concern for Americans, New AARP Research Shows

April 15, 2026  

Lettuce Financial Acquires Carry’s Retirement and Investing Platform

April 15, 2026  

Financial Literacy Month Spotlight: AICPA and Finseca Share the Financial Questions Clients Ask Most
Should You Pay Off Your Mortgage Early?

Financial Planning October 21, 2025 

Should You Pay Off Your Mortgage Early?

Most mortgages don’t come with a prepayment penalty, so you can make extra payments or pay off the loan in full at any time without incurring a fee.

Largest Independent Florida CPA Firm Launches Investment Banking Affiliate

Advisory October 21, 2025 

Largest Independent Florida CPA Firm Launches Investment Banking Affiliate

Mary Street Capital is an investment banking affiliate established to expand Kaufman Rossin's advisory capabilities and serve family- and founder-owned middle-market businesses.

Isaac M. O'Bannon

Survey: CFOs Are Trimming Overhead, But Not Revenue Growth Expectations in 2026

Financial Planning October 15, 2025 

Survey: CFOs Are Trimming Overhead, But Not Revenue Growth Expectations in 2026

CFOs are entering the 2026 budget cycle with a clear mandate to balance growth ambitions with disciplined cost management amid economic uncertainty.

business-finances-33557101

Financial Planning October 11, 2025 

Poll Shows 75% Think Financial Education In Schools Would Help

They said their current quality of life would be better had they had the opportunity to take it, and that it would better prepare students for life after graduation.

Isaac M. O'Bannon

Fears of a Trillion Dollar AI Bubble are Growing

Financial Planning October 7, 2025 

Fears of a Trillion Dollar AI Bubble are Growing

The financing is coming from venture capital, debt and, lately, some more unconventional arrangements that have raised eyebrows on Wall Street.

Unemployed_College_Grads_1_.5436967dc0382

Advisory October 6, 2025 

Beyond 529s: How Grandparents Can Help Pay for College

Under a recent change in the FAFSA (Free Application for Federal Student Aid), funds supplied by a grandparent through a 529 are not reported as student income, so the grandchild’s eligibility for federal aid is not impacted.

business-loans111

Advisory October 6, 2025 

4 Tips for Borrowing Money from Friends or Family

It’s great to have people who care about you AND who have a bank balance. But before you pocket that extra cash, here are some tips that will put both you and your lender at ease regarding the loan.

Gail Perry

How Will the Government Shutdown Affect the Stock Market?

Advisory September 30, 2025 

How Will the Government Shutdown Affect the Stock Market?

U.S investors were cautious on Tuesday, with stock futures tied to the Dow, S&P, and Nasdaq all dipping slightly as the looming U.S. government shutdown dominated most news coverage and investor concerns.

Isaac M. O'Bannon

CFO Interest in AI for Finance Functions is Growing

Financial Reporting September 9, 2025 

CFO Interest in AI for Finance Functions is Growing

According to the survey, the number of finance teams leveraging AI tools has more than doubled in the past year, jumping from 34% in 2024 to 72% in 2025.

Isaac M. O'Bannon

Archived Webcast: Retirement Stages for Individuals and Small Business Owners

Accounting October 14, 2025  Sponsored

Archived Webcast: Retirement Stages for Individuals and Small Business Owners

Retirement planning is not one-size-fits-all—it evolves through distinct stages of life and business ownership. This course explores key milestones and strategies to help individuals and small business owners prepare for a secure and efficient retirement.

back-2-school-shopping-600x1

Small Business July 17, 2025 

Back-to-School Season Gets Early Start

The early start is up from 55% last year and is the highest since NRF started tracking early shopping in 2018.

Isaac M. O'Bannon

Quinn AI Financial Advisory Platform Raises $11 Million Seed Funding

Financial Reporting June 24, 2025 

Quinn AI Financial Advisory Platform Raises $11 Million Seed Funding

Quinn was founded by a team of technology veterans with over 15 years of experience in fintech and 20 years of experience in machine learning and complex data systems.

Isaac M. O'Bannon

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