THE FINANCIAL PLANNING CHANNEL
CPAs are still considered the "hottest" distribution and referral channels for a wide range of products and services in the financial planning arena, but there are few resources specifically dedicated to their unique needs. The Financial Planning Channel is the leading resource for CPAs who offer financial planning services, with the latest news, resources and information on financial planning as it specifically relates to their practices.|
September 25, 2008 TEST TEST TEST September 8, 2008 Ruling may increase insurance stock refunds Washington, D.C. -- A recent court ruling by the U.S. Court of Federal Claims could increase claims for tax refunds by insurance policy-holders who sold stock in insurance providers that went public. In Brief Small-Business Owners and Long-Term Financial Planning Successful small-business owners tend to be hard-working, tenacious, smart and highly focused. They have to be. According to a study by Dun & Bradstreet, businesses with fewer than 20 employees have only a 9 percent chance of surviving a decade. September 4, 2008 GenX Millionaires Give More to Charity Generation X millionaires give nearly twice as much to charity on average compared to older generations, according to a new survey. IRS Postpones Transit Benefit Requirements Technology hurdles are forcing the Internal Revenue Service to again delay the effective date of a revenue ruling that gave employers guidance on the use of smart cards, debit cards and credit cards to provide transportation fringe benefits to employees. September 3, 2008 Bowsher to Head Glass Lewis Council Investment research firm Glass Lewis has named former Comptroller General Charles A. Bowsher as chairman of its advisory council. September 2, 2008 AICPA Urges Annual Disclosure of Retirement Plan Fees The American Institute of CPAs has written a letter to the Labor Department supporting a proposal to require retirement plan sponsors and administrators to annually disclose fees and expenses to participants. September 1, 2008 First Practitioner Technology Report Marketing Financial Planning Services Accounting firms that decide to branch out into financial planning are also competing against non-CPA financial planners and companies, actively promoting the services to existing clients of traditional services, as well as trying to attract new clients. FPA Opposes FINRA Broker Supervision Rule Working Together on Retirement Savings Opening Up Use of Corporate Web Sites Free Internet Access for Municipal Bond Investors Job Satisfaction Remains Extremely High Financial Planning Briefs Tax Briefs Webbed Planning Using the Internet is starting to pay off in financial planning software. August 29, 2008 Know Before You Go Howard Hook, CPA, CFP, is a retirement distribution planning expert with Access Wealth Planning. the wealth management firm with offices in Roseland and Princeton, New Jersey. August 22, 2008 We are Woefully Unprepared According to recent surveys, Americans are lacking in preparation for retirement. In fact, many have little or absolutely no idea of how to achieve certain goals. August 20, 2008 AICPA Promotes Movie on Financial Crisis The American Institute of CPAs is helping to promote a movie on the financial challenges facing the U.S. today. SEC Offers Interactive System for Financial Filings The Securities and Exchange Commission unveiled its next-generation system for online financial filings, IDEA, the successor to its EDGAR database. August 19, 2008 SEC to Distribute Funds to Putnam, Janus Investors The Securities and Exchange Commission said it would distribute millions of dollars to investors harmed by market-timing trading violations in mutual funds managed by Putnam Investment Management and Janus Capital Management. August 18, 2008 In Brief Healthy Enough to Retire? Will health issues force your clients to retire earlier or spend their nest eggs quicker than they planned? |
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