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.
Payroll August 21, 2023
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.
Payroll August 21, 2023
How a Patient Advocate Can Work for Your Clients
A good patient advocate can empower individuals or families to make informed choices by educating them about the patient’s medical conditions,
Payroll August 21, 2023
Financial Planning for Special Needs Clients Takes Special Professionals
More and more families have children with disabilities. In fact, you may have special-needs families among your clientele and not even know it.
Accounting August 17, 2023
Wealth and Asset Management Firms Are Still Hesitant On U.S. Economy
Ongoing rate hikes, uncertain market performance, geopolitical tensions, and increased competition all contribute to overall cautious economic predictions.
Firm Management August 14, 2023
BDO USA Calls Its New ESOP ‘a Game-Changer’ for the Profession
The sixth-largest public accounting firm in the U.S. said on Monday its ESOP would be among the largest in the country.
Taxes August 11, 2023
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.
Small Business August 11, 2023
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.
Payroll August 10, 2023
Finances and the Aging Parent: A Roadmap For Family Harmony
Aging brings about unanticipated financial challenges that elderly parents need help navigating.
Accounting August 9, 2023
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.
Accounting July 27, 2023
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.
Accounting July 24, 2023
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.
Payroll July 24, 2023
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.