Financial Accounting, Reporting & Analysis

Nov 12, 2018, 07:45 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including Americans' climbing financial satisfaction and new cost of living adjustments from the IRS.

Oct 29, 2018, 07:33 AM by User Not Found

Among the generations in the U.S. workforce, millennials have the strongest instinct to develop a financial plan - yet they feel the most anxious and insecure that they will get it right.

Oct 29, 2018, 07:29 AM by User Not Found

High-net-worth clients are looking to advisors for tax help, but in many cases, advisors aren’t delivering. More than half of the millionaires surveyed said they are willing to pay more for an advisor who is able to help them navigate the recent tax reforms, while also minimizing their tax bill.

Oct 29, 2018, 07:26 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including how to boost 401(k) participation and what a couple's retirement might look like when there's a big age gap.

Oct 17, 2018, 09:52 AM by User Not Found

The Certified Financial Planner Board of Standards is making it clear that it opposes state regulation of financial planners.

Oct 17, 2018, 09:50 AM by User Not Found

With 401(k) plans turning 40 years old, a Schwab Retirement Services survey finds that a majority of boomers feel their own 401(k) plans are in better shape than ever.

Oct 17, 2018, 09:47 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including interesting stats on who is paying income taxes and millennials investing.

Oct 4, 2018, 09:54 AM by User Not Found

Legislation approved by the House of Representatives Sept. 27 would make it easier for employers to include annuities in workplace retirement plans.

Oct 4, 2018, 09:52 AM by User Not Found

A legislative committee that studied how to improve college affordability recommends that Ohio’s public universities adopt tuition-rate guarantees for undergraduates.

Oct 4, 2018, 09:48 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including tips for adding value to your firm and how millennials are facing retirement challenges.

Sep 18, 2018, 09:13 AM by User Not Found

The typical urban millennial carries significant debt, a new LendingTree study found. It revealed that the median debt balance for millennials living in the 50 biggest U.S. cities is $23,064. Columbus came in at number 10 on the list.

Sep 18, 2018, 09:09 AM by User Not Found

A nonpartisan advocacy group is now predicting that Social Security benefits will increase by about 2.8% in 2019. Although that's down slightly from an earlier estimate, it still would be the largest benefit boost in seven years, according to The Senior Citizens League.

Sep 18, 2018, 09:04 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including howe advisers are drawing in clients and a new 401(k) benefit helping clients pay off student debt faster.

Sep 6, 2018, 12:59 PM by User Not Found

Because of recent changes to Ohio’s income tax residency standards, the Ohio Department of Taxation has updated Information Release IT 2015-02 (applicable to tax years 2015 through 2017), and has issued Information Release IT 2018-01 (applicable to tax years 2018 and forward).

Sep 6, 2018, 12:57 PM by User Not Found

Not saving for health care expenses is a costly mistake that many clients make, according to a new study.

Sep 6, 2018, 12:26 PM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including financial planning in the age of dementia and student loan benefit programs.

Aug 21, 2018, 08:31 AM by User Not Found

An increasing number of older Americans are filing for bankruptcy, with long-term care costs often one of the driving factors, according to a new study.

Aug 21, 2018, 08:26 AM by User Not Found

The IRS is reminding tax practitioners to encourage clients with children and other dependents to use the Withholding Calculator at IRS.gov to do a “paycheck checkup.” Changes made by the 2017 Tax Cuts and Jobs Act will affect 2018 returns that taxpayers will file in 2019.

Aug 21, 2018, 08:23 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including how technology is aiding firms in adopting financial planning offerings and how good tax planning can reduce the cost of higher education.

Aug 6, 2018, 17:54 PM by User Not Found

The proposed regulations affect United States shareholders with direct or indirect ownership in certain specified foreign corporations.