Financial Planning April 20, 2026
Fraud Remains a Top Concern for Americans, New AARP Research Shows
These concerns highlight both the financial and emotional toll of these crimes and reflect how pervasive and personal the threat has become.
November 23, 2022
Helping Special Needs Families Plan Their Financial Futures
Families may have a million questions about their child’s care, education, residence and employment when they reach adulthood.
Digital Currency November 18, 2022
FTX Users Can’t Count on Help From the IRS
When market investors suffer losses, they’re often eligible for a tax write-off to soften the blow. FTX users won’t be so lucky.
Accounting November 17, 2022
Helping Finance and Employees See Eye-to-Eye on Business Travel Expenses
While 36% of business travelers said it was extremely likely that their industry would see an increase in business travel before the end of 2022, finance managers were less convinced.
Firm Management November 15, 2022
Employees Want More Financial Wellness Benefits at Work, Survey Finds
79% say employers should be more aware of their employees’ financial struggles, according to NAPFA survey.
Accounting November 10, 2022
New ESG Fundamentals Certificate Offered by AICPA and CIMA
The AICPA and CIMA are offering a new certificate that provides foundational knowledge on critical topics related to ESG reporting and assurance.
November 8, 2022
Credit Card Interest Rates Soar: Some Over 30% APR
The highest retail credit card APR could run as high as 30.74% on the Speedy Rewards Mastercard, the Kroger Rewards World Elite Mastercard and credit cards offered by nine of Kroger’s affiliated brands (for example, King Soopers and Ralphs).
November 3, 2022
Study Shows Women Attain Only Three-Fourths of Men’s Wealth by Retirement
The WTW Global Gender Wealth Equity report shows that on average women are expected to reach retirement with just 74% of the wealth accumulated by men.
Accounting October 20, 2022
Companies Issue Unrelated News When SEC 8-K Disclosure Has Bad News, Study Finds
Companies that file a form 8-K containing negative info are 7% more likely to concurrently issue a press release with good news.
Digital Currency October 11, 2022
Popularity of Cryptocurrency Plummets Among Millennials in 2022
Americans of all ages have seen their comfort level with cryptocurrency sink sharply over the last year.
October 10, 2022
Five Tax-Wise Ways to Invest in Gold
Generally, shares of gold-based assets like gold mining stocks and mutual funds are taxed at a maximum tax rate of 20% (15% for certain moderate-income investors), just like with most other capital assets.
September 29, 2022
Accounting Firm Topel Forman Partners with Avantax for Wealth Management and Financial Planning
Based in Chicago, Topel Forman is a full-service, 120-person public accounting firm whose services include tax, audit and advisory.
Small Business September 28, 2022
Financial Preparedness Tips for Hurricane Season
Hurricane Ian threatens tens of millions of people and businesses in Florida and the East Coast with heavy rains, strong winds and flooding as the Category 4 storm is expected to make landfall September 28.