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.
October 17, 2013
A Growth Opportunity For CPAs: Self-Directed IRA Investors
With demand for alternative assets accelerating, CPAs have an opportunity to engage with a growing number of investors making investments in illiquid – and high potential – alternative assets held in an Individual Retirement Account (IRA).
September 30, 2013
More Small Business Owners Achieving Work-Life Balance
Small business owners are worried about healthcare, retirement and general finances, but it seems they are achieving an increased work-life balance, according to a recent survey by online marketing company Yodle.
September 19, 2013
New Tax Incentives Focus On Attracting Business to New Jersey
New Jersey Governor Chris Christie on Wednesday signed into law a bill overhauling the state's tax incentive programs, touting the measure as a bipartisan achievement that would enable New Jersey to better compete for business.
September 12, 2013
Financial Expert Lists 3 Things Every Woman Should Know About Money
‘It’s a Relationship That’s Not Going Away,’ Advises Female Financial Expert.
September 12, 2013
Cincinnati Accounting Show Prepares CPAs for Business Challenges
Two new CPE tracks and networking opportunities for accounting students and women CPAs will debut this year at the Cincinnati Accounting Show presented by The Ohio Society of CPAs (OSCPA) September 17 – 18 at the Duke Energy Convention Center.
August 26, 2013
Nearly One-Third of Clients Withhold Information from Financial Advisors
Clients don’t always share every piece of relevant information with their advisors, according to a new report by Securian Financial Group, financial services provider.
August 19, 2013
Wisconsin considering allowing crowd-funding of public businesses
The crowd-sourcing approach popularized by websites such as Kickstarter could give Wisconsin businesses a fresh source of funding, under a bill being drafted by three Republican lawmakers.
August 5, 2013
40 Percent of Small Businesses Using Mobile Credit Card Readers
New survey findings from 'Local Commerce Monitor' study highlight mobile and social adoption by SMBs; Data will be presented at LEADING IN LOCAL: SMB Digital Marketing, Sept. 11-13, in Austin
July 26, 2013
NC tax overhaul means credit for early-stage investors will expire
Investor groups say the upcoming expiration of a state tax credit designed to spur investments in early-stage businesses will make it harder for young technology companies to raise the capital they need to survive and thrive.
July 23, 2013
New identity verification system seeks to better secure e-commerce
E-commerce security startup Payfont, led by credit card and banking industry expert Dr. David Lanc, has released a beta version of its comprehensive patented system for securing personal and financial identity, available now to banks, e-commerce processors, credit card companies, and their consumers and merchants.
July 10, 2013
CPA authors ‘how-to’ guide to help small business owners retire rich
Thanks to Tim McDaniel, a CPA with additional business valuation and financial credentials, business owners now have a new financial resource at their fingertips.
July 9, 2013
Bank risk experts expect U.S. consumer credit gap to shrink or disappear
61 percent of bankers surveyed expected the average credit card balance to increase during the next six months. Just 26 percent of respondents expected delinquencies on credit cards to increase.