Financial Planning

April 10, 2015 

More than twice as many U.S. adults cited having enough money for a comfortable retirement (28 percent) and providing their children a debt-free education (23 percent) as the best indicator of financial success than did owning a home.

April 7, 2015 

Modeling Cloud provides a bridge between operational and financial planning processes to help companies drive better organizational alignment and achieve greater business agility.

March 25, 2015 

More than half of small business owners say they would prefer to invest in their businesses this year, rather than stockpiling cash, an 18-percent swing in preference since 2010.

March 18, 2015 

Recent high-profile data breaches, such as those perpetrated against Target and Home Depot, have thrust credit card security chips and the term “EMV” into the public consciousness as the banking and retail industries ready themselves for the impending ...

March 12, 2015 

An ABLE account will work pretty much like a Section 529 plan account for higher education expenses. In fact, the accounts are authorized by Section 529A of the tax code. After you establish the account and contribute to it, any earnings inside ...

March 5, 2015 

It’s rare when tax return preparers advise their clients to look a gift horse in the mouth. But it might happen when a taxpayer is affected by the limits for deducting investment interest expenses. Depending on the situation, it may make sense to elect preferential tax treatment for certain long-term capital gains or qualified dividends...…

March 5, 2015 

People pondering their retirement years often conjure images of spending more time on a favorite pastime or traveling around the country or the world. Health concerns can intrude on those idyllic scenes, though, not only affecting enjoyment of life but...

February 25, 2015 

Xero Limited (XRO), the parent company of cloud-based small business software maker Xero,has received investments from Accel Partners and Matrix Capital Management totaling more than $110 million.

February 6, 2015 

Is write-up dead? No, but with the continuing move by small businesses to online accounting software, the way in which accountants provide this service is definitely changing.

Isaac M. O'Bannon

January 24, 2015 

Are you participating in an employer-sponsored retirement plan? If your company has one, consider yourself fortunate. But if you’ve been ignoring whatever your company is offering, this year make a resolution to get the facts. A good retirement plan will allow you to defer taxes on whatever you contribute to your 401(k) account until you...…

January 20, 2015 

The American Institute of CPAs named Michael Goodman, CPA/PFS, as the recipient of the 2014 Personal Financial Planning Distinguished Service Award. Goodman is founder of New York City-based Wealthstream Advisors, Inc.

January 19, 2015 

Cash rained down on startups in 2014, as venture capitalists poured a whopping $48.3 billion into new U.S. companies — levels not seen since before the dot-com bubble burst in 2001. Strong technology IPOs are luring investors chasing the next big ...