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The guidance clears up the tax treatment of expenses when a loan from the Paycheck Protection Program hasn’t been forgiven by the end of the year.
November 19 -
One of the certifying organizations has taken a Netflix-like approach to advisor education.
June 26 -
The U.S. Small Business Administration, in conjunction with the Treasury Department, released a loan forgiveness application for the SBA’s troubled Paycheck Protection Program, along with detailed instructions for the application.
May 18 -
Couples born many years apart need extra guidance as they prepare for their post-work lives.
August 6 -
The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.
June 13 -
Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.
April 24L.K. Benson & Co. -
A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.
April 19 -
"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.
March 7CFP Board -
What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.
January 31Financial Planning -
The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.
August 28Life Planning Partners