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Financial Planning

CFOs Cite AI Cost-Governance Gaps in Survey

Financial Reporting October 23, 2026 

CFOs Cite AI Cost-Governance Gaps in Survey

The challenge is no longer simply deciding what to fund; it is building the cost governance and discipline important to scaling AI responsibly.

Featured Articles

October 13, 2026  

Helping Clients Remove Complexity From Their Accounting Processes

October 5, 2026  

How Financial Skills Drive Small Business Success and Growth

September 17, 2026  

Travis Kelce, NFL Star and Husband of Taylor Swift, Fell Victim to a Ponzi Scheme – The Financial Advisor Got Sentenced to 11 Years in Prison

September 16, 2026  

FP&A’s Perception Problem: Why Just 9% of Executive Teams View FP&A as a Growth Driver

August 26, 2026  

AI Forecasting Jumps Among CFOs, But ROI Remains Elusive
Avantax

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.

Isaac M. O'Bannon

credit-card-851506_pixabay_stevepb

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.

Isaac M. O'Bannon

FASB Approves New Accounting Rules for Joint Ventures

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.

Jason Bramwell

Housing Transitions May be Stressful for Senior Clients and Their Families

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.

wheelchair-1629490 pixabay kimkin_960_720

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,

Financial Planning for Special Needs Clients Takes Special Professionals

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.

Wealth and Asset Management Firms Are Still Hesitant On U.S. Economy

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.

Isaac M. O'Bannon

BDO USA Calls Its New ESOP ‘a Game-Changer’ for the Profession

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.

Jason Bramwell

IRS Warns Employers About Abusive ESOP Schemes

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.

Jason Bramwell

Effectively Leveraging Accounting for Financial Planning Strategy

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.

Finances and the Aging Parent: A Roadmap For Family Harmony

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.

creditcards1

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.

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