Financial Planning
Latest News
IRS Expands Free File to 24 States
IT Best Practices Checklist to Follow IRS Guidelines When Offshoring Accounting Staff
How to Unlock Worker Productivity in Finance and Beyond
Dockworkers Union to Suspend Strike Until Jan. 15 for Negotiations
Only Richest 20% of Americans Still Have an Abundance of Pandemic Savings
For the bottom 80% of households by income, bank deposits and other liquid assets were lower in June this year than they were in March 2020.
Tipalti Adds Expense Management to Finance Automation Platform
The expense management solution integrates with Tipalti's platform, which automates AP, procurement, cards and mass global payments to improve financial visibility and reduce errors and fraud.
Financial Preparedness Guide Available from AICPA & CIMA
The guide offers tips to help safeguard loved ones, health, property, and crucial records.
Top Pension Funds Saw Largest Fall in Assets in 20 Years
By the end of 2022, combined assets of the world’s top 300 pension funds had decreased by 12.9% and now total $20.6 trillion compared with $23.6 trillion at the end of 2021.
Avantax to be Acquired by Cetera Holdings
Following the closing, Avantax will become a standalone business unit within the Cetera family with 3,078 Avantax financial professionals.
Esker Partners with Boost Payment Solutions to Revolutionize Virtual Card Processing
This first-of-its-kind partnership aims to transform virtual card processing for accounts receivable departments – eliminating tedious manual efforts and streamlining payment reconciliation.
FASB Approves New Accounting Rules for Joint Ventures
The ASU, issued by the FASB on Aug. 23, provides specific guidance on the accounting for joint venture formations.
Housing Transitions May be Stressful for Senior Clients and Their Families
The decision to stay or to move should be made collaboratively among the individuals, their families, and professionals, such as doctors, CPAs, and estate planners who look after the client's best interests.