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Clear filters
The gig economy: Five ways financial institutions are trying to bank the side hustle
Financial Planning
Note: The following was originally published on the SECU blog on Feb. 19, 2020. Read the original blog post here. What is the…
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34th Annual Personal Financial Planning Conference
Accounting & Auditing
Financial planners know the importance of staying up to date on the changing trends in the industry. However, did you know…
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Today’s youth and the need for money management
Accounting & Auditing
The title of this blog post suggests that young people today are severely lacking in money management skills. While that is…
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The many flavors of personal taxes
Accounting & Auditing
Florida does not have a state income tax. A CPA friend of mine in Tampa reminded me of that the other night on the phone.…
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Two words on the stock market: Don’t panic
Financial Planning
Be honest — you didn’t really expect the market would just climb forever, did you? Monday’s stunning sell-off — the…
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Regulators step up scrutiny of financial advisers to the elderly
Financial Planning
Regulators have stepped up efforts to protect seniors from being taken advantage of with respect to their investment…
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Saving for retirement? You’re beating the odds … but do you know about this tax credit?
Financial Planning
The news is pretty bleak when it comes to retirement savings. The Economic Policy Institute reports that the average…
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New membership model, renewal system, website usher in ‘frictionless’ MACPA membership
Business Strategy
Some revolutionary and exciting new things are happening at the Maryland Association of CPAs. We hope you won’t notice…
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The world is transforming, and millennials are leading the way
Business and Industry
Note: I wrote this post for the Business Learning Institute blog in February 2015, shortly before the eye-opening book When…
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