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.
Financial Planning October 25, 2023
New Employer Rules for 401(k) Catch-Up Contributions
The new SECURE 2.0 law adds another layer, beginning in 2025, for participants who are age 60 through 63.
Financial Planning October 20, 2023
The Pros and Cons of Annuities: A Guide for Financial Advisors
As financial advisors, you will act as a middle ground between the insurance company and the annuitant to facilitate the contract.
Financial Planning October 11, 2023
Life Insurance Planning Tips for Parents and Caregivers
October is National Financial Planning Month, making it the perfect time to consider your family’s future financial well-being, including your decision of whether you need life insurance.
Accounting October 4, 2023
Finance Pros Turn Focus from Growth to Cost Control, Says CFO Survey
Finance leaders ranked talent shortage (43%), pace of technology change/digital disruption (40%) and high inflation (38%) as the top risks facing their businesses.
Firm Management October 4, 2023
Schneider Downs Wealth Management Names New CEO
Eichelberger has more than 25 years of experience in the financial services industry, and he has a lengthy history of advising high net worth individuals, foundations, endowments and retirement plans.
Payroll September 26, 2023
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.
Accounting September 23, 2023
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.
Accounting September 13, 2023
Financial Preparedness Guide Available from AICPA & CIMA
The guide offers tips to help safeguard loved ones, health, property, and crucial records.
Accounting September 12, 2023
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.
Accounting September 11, 2023
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.
Accounting September 7, 2023
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.
Accounting August 23, 2023
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.