State-sponsored 529 college saving plans offer a tax-advantaged way to prepare for the rising costs of education. Starting in 2018, these plans can also be used to pay tuition, up to $10,000 per student per year, for qualified students/beneficiaries attending private K-12 schools.

How do CFOs of professional services firms ensure millennials possess the financial wherewithal to buy into the partnership when it's time for the next generation to assume the reins?

In increasingly competitive industries and operating environments, more companies are being highly intentional with their company culture as a means to drive desired results. For firms that believe in engaging employees, providing more directed training, or offering a more flexible work environment, technology, in its various forms, is a critical tool. For firms with core values that promote employees and process improvement, the realized and potential impact of technology on culture is significant. This article discusses some of these technological tools and how they support business culture and objectives.

For the last year, the two headed monster of Fed policy and Chinese trade tensions have captivated the markets. As we look ahead to the remainder of the year, where's the opportunity?

Here's our quick perspective now that the Fed cut rates by a quarter point.

You have worked long and hard, built a successful business and have started to think about enjoying the fruits of your labor. You may be asking yourself, now what?

The U.S. is officially in its longest expansion on record, breaking the previous record of 120 months that ended in March 2001. While it is the longest, it is also one of the weakest.

The first use of the phrase “Goldilocks economy” is widely credited to David Shulman, a former Solomon Brothers strategist who used it to describe the U.S. economy in 1992. The characterization borrows a line from the popular children’s story, Goldilocks and the Three Bears, describing an economy that is neither “too hot” nor “too cold”, exhibiting periods of stable growth, modest inflation, and a low unemployment rate.

How you'll handle a business transfer is a critical component of your succession and legacy planning. Without a clear and detailed strategy, you jeopardize your company's future and leave your successor vulnerable to substantial tax hits.