Financial Planning

January 12, 2015 

When it comes to buying power, women are steadily overcoming men. Throughout the next decade, women will control two-thirds of consumer wealth in the United States and will be the beneficiaries of the largest transference of wealth in our country’s ...

January 12, 2015 

Economic and political uncertainty, the effects of the Affordable Care Act, and estimating the true cost of retirement are just some of the factors creating a complex and challenging financial landscape for Americans. This year’s AICPA Advanced Personal Financial Planning Conference, held at the Bellagio Hotel in Las Vegas January 19-21, will give planners the necessary...…

January 7, 2015 

The New Year isn’t just a time for revelry, it’s also a landmark for new beginnings. Folks around the world make promises to themselves and loved ones about how they plan to change their lives for the better. That’s why the gym always seems so crowded in January, while the job market gets flooded with...…

December 19, 2014 

Losing weight, eating healthy and hitting the gym more frequently tend to be popular New Year resolutions but this year, think about putting your finances first. According to Patrice C. Washington, the Money Maven of the Steve Harvey Morning Show, ...

December 17, 2014 

As part of its last moves before the holidays, the lame duck Congress and Senate passed the Tax Increase Prevention Act of 2014, which primarily focused on many tax deductions and credits that had technically expired at the end of last year.

December 15, 2014 

A crystal ball is a valuable thing. After all, if any of us truly had one, we could make a killing in the stock market. But while 20-20 vision is ultimately reserved for hindsight and no one can actually predict the future, we can indeed make some educate

November 25, 2014 

Mega IRAs – the moniker given to retirement saving accounts with over-inflated values -- have become a popular target of critics and a potential revenue source for a cash-strapped Treasury Department. Now a new report by the Government Accountability ...

Ken Berry, JD

November 18, 2014 

Financial reporting fraud can prove costly for investors and other capital market stakeholders. A new report from the Anti-Fraud Collaboration takes a fresh look at best practices for fraud deterrence and detection, highlighting the critical importance of

November 12, 2014 

In a world where the growing use of connected devices such as smart watches and connected cars is occurring at the same time that massive data breaches are making headlines, a new global study by ISACA shows consumers have conflicted attitudes ...

Isaac M. O'Bannon

November 12, 2014 

Avalara, a provider of cloud-based software for sales tax and other transactional tax compliance, has raised $100 million in a financing round from an affiliate of Warburg Pincus, a global private equity firm focused on growth investing.

Isaac M. O'Bannon

November 5, 2014 

A recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.

Isaac M. O'Bannon

November 4, 2014 

Bloomberg BNA announced the publication of “Art of the Estate Tax Return, Second Edition – Estate Planning at the Movies,” which provides in-depth tax analysis and strategic counsel by connecting well-known motion pictures to practical estate planning and

Isaac M. O'Bannon