-
by Mitchell Freedman
March 15 -
by Dave McClure
March 15 -
by Bob Rywick
February 23 -
by Derek Graham
February 23 -
Wealthiest Taxpayers Accounted for 7 Percent of Charitable Gifts: Gifts by the 400 wealthiest taxpayers in the U.S. accounted for about 7 percent of all charitable gifts reported on income tax returns for the year 2000, according to the NewTithing Group, a nonprofit donor education and research organization.
February 8 -
New York -- The American Institute of CPAs’ Personal Financial Planning Division has honored CPA/PFS William J. Goldberg with the division’s Distinguished Service Award for financial planning.
February 8 -
by Bob Rywick
February 8 -
by Thomas Dalpiaz
February 8 -
Chase Inks Deal with C2B as Preferred Provider: JPMorgan Chase has signed an agreement to become the preferred provider of small business banking services through the American Institute of CPAs’ Business Solutions program, CPA2Biz Inc., the institute’s Internet portal.
January 22 -
by Bob Rywick
January 22 -
by Cynthia Harrington
January 22 -
FPA Names Pro Bono Advisory Committee: In keeping with its pledge to make pro bono services available to those in need, the Financial Planning Association has formed an advisory committee to help it identify populations in need of help and to establish guidelines to be used by FPA pro bono volunteers.
January 12 -
-
by Melissa Klein
January 12 -
by Steven I. Levey
December 13 -
SAVINGFORCOLLEGE.COM, PRECISION INFORMATION TEAM TO OFFER COLLEGE SAVINGS TUTORIALS: Savingforcollege.com, an online provider of education funding advice and tools, has signed a deal to feature interactive tutorials created by Precision Information.
December 12 -
-
FINANCIAL PROFILES ROLLS OUT DATA CONSOLIDATION TOOL: Software maker Financial Profiles Inc. has added a data consolidation tool to its flagship planning solution, Profiles+ Professional.
November 19 -
-
by Melissa Klein
November 19