Sovos Launches Compliance Cloud Solution
How to Report QCDs on Your Tax Return
How Work From Home Will Save More Small Business Owners on Taxes This Filing Season
Small Businesses Optimistic for Growth in 2024
For many, New Year’s resolutions include financial planning and better spending discipline
Is this the year that you finally decide to become serious about financial planning, whether to pull yourself out of trouble or to improve your credit as you make a run at a mortgage or a car loan?
Online banking is a win-win even for Boomers and seniors
Intuit Data Shows Consumers Who Bank Online Are Happy, More Loyal and More Valuable
OfficeMax Launches New SMB Credit Card
New Credit Card Offered through New Relationship with Citi Retail Services - will Provide Small Business Customers with MaxPerks Rewards, Special Financing Offers, Flexible Payment Options and a Dedicated Line of Credit for Business Expenses with No Annual Fee
Adaptive Planning Introduces Adaptive Discovery for Financial Analysis
Adaptive Planning has introduced a new product, Adaptive Discovery, a cloud-based data visualization system for companies and nonprofits. The systemm part of the Adaptive Planning suite, provides a visually intuitive and interactive way for business managers to access, analyze, and explore key financial and operational data. Adaptive Discovery is designed to give CFOs, sales VPs, […]
The Benefits of Adding Investment Planning to Your Practice
As a tax and accounting professional, your clients already trust you to provide professional tax advice that is in their best interest, so why do you keep referring your clients to another financial professional for investment services?