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Financial Planning

The Structured Installment Sale: What CPAs Should Be Telling Business and Real Estate Clients Before They Close

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.

Sean Whitehead

Featured Articles

June 17, 2026  

5 Tips to Build a Healthy Money Mindset and Grow Your Finances

June 17, 2026  

How Parents Can Build a Healthy Money Mindset and Grow Their Finances

April 20, 2026  

Fraud Remains a Top Concern for Americans, New AARP Research Shows

April 15, 2026  

Lettuce Financial Acquires Carry’s Retirement and Investing Platform

April 15, 2026  

Financial Literacy Month Spotlight: AICPA and Finseca Share the Financial Questions Clients Ask Most
Businesses are Investing for Growth Despite Tough Economic Climate

Accounting March 28, 2023 

Businesses are Investing for Growth Despite Tough Economic Climate

New research shows that businesses have more confidence in their own growth than in the health of the broader economy.

credit-card-851506_pixabay_stevepb

Accounting March 28, 2023 

Fyle Adds Mastercard Integration for Real-Time Reporting

The real-time feeds eliminate the dependency on bank statements, offers greater insights for budgeting and planning, and allows teams to monitor for fraudulent transactions.

Four Reasons to Optimize AP Operations Now

Accounting March 27, 2023 

Four Reasons to Optimize AP Operations Now

AP is the top digitization priority in the back office for finance teams in 2023 because it addresses four of the biggest challenges they face.

Financial-Data-and-Mag-Glass1

Small Business March 21, 2023 

Small Businesses Can Have Fortune 500 Tools, Here’s How

Modeling the future like a Fortune 500 company isn’t outside the realm of possibility for small businesses and their accountants.

The Ebb and Flow of the CFO’s Role: It’s Not Just About Numbers Anymore

Accounting March 17, 2023 

The Ebb and Flow of the CFO’s Role: It’s Not Just About Numbers Anymore

CFOs are pushing their teams of representatives from across the business (not just IT) to evaluate data analytics and business intelligence tools.

money1

Payroll March 6, 2023 

U.S. Banks are Paying Higher Interest on Savings and CD Accounts

After years of earning next to nothing, depositors are discovering a trove of higher-yielding options like Treasury bills and money market funds .

Avantax

Accounting February 23, 2023 

Avantax Sees $1.7 Billion in Newly Recruited Assets, Up 79%

Avantax also continued successfully recruiting accounting firms to its employee-based model with the new affiliation of three large accounting firms.

Isaac M. O'Bannon

growth pic 1  5661b14028d45

Accounting February 23, 2023 

4 Ways an Outside Financial Hire Can Strengthen a Family Business

While a new hire may be intimidating, a CFO or controller can provide valuable industry and financial expertise especially during economic volatility.

Half of Americans Are Worse Off Now Than 12 Months Ago, Survey Finds

Payroll February 7, 2023 

Half of Americans Are Worse Off Now Than 12 Months Ago, Survey Finds

It is the highest share of Americans who are financially losing ground since 2009, according to Gallup.

From RMDs to Student Debt, SECURE 2.0 Offers a Lot

February 1, 2023 

From RMDs to Student Debt, SECURE 2.0 Offers a Lot

While the law contains nearly one-hundred new retirement provisions, following is a summary of some of the most notable changes ...

Daniel F. Rahill

From Execution to Insight: How Fintech is Shaping the Future of Accounts Payable

January 23, 2023 

From Execution to Insight: How Fintech is Shaping the Future of Accounts Payable

But within the next ten years, AP will go from brute force execution to strategic decision making, thanks to new fintech offerings.

61% of North American Workers Stress More Over Finances than Last Year

Payroll January 18, 2023 

61% of North American Workers Stress More Over Finances than Last Year

More than 4,200 workers across the United States and Canada were surveyed to analyze three clusters of people – Stressed, Unsettled, and Comfortable – and to understand ...

Isaac M. O'Bannon

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