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.
November 12, 2014
Avalara Raises $100 Million in Financing
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.
November 5, 2014
What to Do if You Haven’t Saved Enough for Retirement
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.
November 4, 2014
New Book Uses Popular Movies As Guide to Estate Planning
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
November 3, 2014
Report Looks at Tax and Financial Planning for Baby Boomers
A new report focuses on three key tax and financial planning opportunities tax practitioners can provide for their baby boomer clients who are approaching retirement and planning for their children’s and grandchildren’s college costs.
October 29, 2014
8 Steps Women Can Take to Improve Their Relationship with Money
Do women have different relationships with money than men? Very definitely, yes, says entrepreneur and business coach Meriflor Toneatto.
October 24, 2014
U.S. Workers More Aware and Focused on Personal Finances
U.S. employees are more aware, focused, and motivated to improve their overall financial wellness, according to a new study.
October 23, 2014
How the Net Investment Income Tax Can Bite Your Clients, and How to Get Them Prepared
If there is one thing that all CPAs can agree upon, it is that the 2014 tax return filing season was one of the most strenuous that any practitioner has seen in their career. Between rate increases, the imposition of new taxes, and the reinstatement of th
October 23, 2014
Five Financial Resolutions for 2015
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, ...
October 23, 2014
IRS Increases 401k Limitations for 2015
The Internal Revenue Service has released the cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015.
October 9, 2014
How’s Your Retirement Savings? More than Half of Americans Think They Won’t Have Enough
A new survey says more than half of working Americans over age 50 (55 percent) don't think they'll have enough money for health care as they reach the age they expect to retire.
September 8, 2014
Consumers and Retailers Increasingly Using Coupons
Americans love a deal, and despite the increasingly digital economy, they still rely on coupons, according to a new study shows that reports that 96 percent of Americans are coupon users.
August 27, 2014
Clever Financial Strategy For Reporting Interest Earned On U.S. Savings Bonds
Currently over 50 million individuals own nearly $178 billion worth of U.S. Savings Bonds. Many don’t realize that savings bonds are subject to federal income taxes when they are either cashed in or reach final maturity, whichever comes first. The difference between the purchase price and the cash-in value is considered reportable interest. When savings…