Financial Accounting, Reporting & Analysis

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.

Jul 23, 2018, 08:28 AM by User Not Found

Before starting a summer job, taking a vacation or sending the kids off to camp, the IRS wants taxpayers to know that some summertime activities may qualify for tax credits or deductions.

Jul 23, 2018, 08:26 AM by User Not Found

Nearly half of respondents in a new poll said they are now finding it more difficult to afford health care than they were a year ago, according to a new poll.

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

In case you missed them, here are some recent interesting financial planning news items from around the web, including what the average retiree spends on health care each year and retirement changes seen as most likely to pass.

Jul 19, 2018, 10:15 AM by User Not Found

You might know about new standards for revenue recognition and leases, but do you know how those changes will impact the tools you use?

Jul 10, 2018, 09:10 AM by User Not Found

A new study has determined the 10 most tax-friendly places in Ohio for retirees. Financial planning website SmartAsset’s fourth annual study analyzed sales, property, income, fuel and Social Security tax data to rank locations on how friendly they are for retirees.

Jul 10, 2018, 09:03 AM by User Not Found

Financial regrets can have long-lasting consequences, and according to a recent survey from Student Loan Hero, 76% of Americans have some form of financial regret.

Jul 10, 2018, 08:54 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including new ways to estimate and fund long-term care costs and how mutual fund companies are branching out into portfolio modeling.

Jun 28, 2018, 08:13 AM by User Not Found

The AICPA has announced the launch of the Personal Financial Planning (PFP) Certificates Program. This new curriculum offers CPAs an opportunity to expand their knowledge in personal financial planning and a new pathway to the Personal Financial Specialist (PFS) credential.