Financial Planning
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Minnesota Accounting Firm Joins CLA Global
Avalara Gives Update on Online Marketplace and Tax Changes in 2024
More CAS Firms Adding 1099 and W-9 Services
Forbes Unveils Its Top 200 CPAs in the U.S.
IRS Warns Employers About Abusive ESOP Schemes
The IRS has concerns that employee stock ownership plans are being used by some wealthy taxpayers as a tax avoidance tool.
Effectively Leveraging Accounting for Financial Planning Strategy
Most small businesses lack the capacity for a financial planning and analysis (FP&A) function, but that doesn't mean they can't build analytical and strategic value from their accounting resources.
Finances and the Aging Parent: A Roadmap For Family Harmony
Aging brings about unanticipated financial challenges that elderly parents need help navigating.
American Credit Card Debt Tops $1 Trillion for First Time
Balances increased by $45 billion, the most of all debt types, to $1.03 trillion in the second quarter, the New York Fed said in a report Tuesday.
California Considers Giving Tax Exemption to Military Pensions
Proposed legislation would exempt military retirement income from California state income tax — at least for the next ten years.
Majority of U.S. Consumers Use Apps for Finances Before Turning to Accountants
While fintech won’t make advisors obsolete anytime soon, financial professionals need to adapt to changing consumer behavior and play up their strengths by augmenting their services.
Watchdog Agency Wants More Regulations on Use of AI in Lending
The CFPB has already taken steps to stamp out abuses. The agency last month proposed a rule for home appraisals computed by algorithms.
74 Percent of Americans Have Financial Regrets: Most Commonly Is Not Saving Enough for Retirement
Overall, just 20% of U.S. adults say they do not have any financial regrets, while 6% say they don’t know what their biggest financial regret is.