Inheritance Tax Receipts increased £300m year-on-year to £3.2bn in the five months from April to August, according to the latest data released today by HMRC. This continues the upwards trend over the past decade, as one in every 25 estates are caught by the tax. The number of estates paying the tax has been pushed […]
Archives for 2023
A technology forward accounting firm offers clients and staff a more … – Wolters Kluwer
A technology forward accounting firm offers clients and staff a more … Wolters Kluwer
The changing face of Australia: how intergenerational change will alter how we work and live
As old as the story of time is the story of change. Each Australian generation has lived sometimes radically different lives than their parents. With the baby boomers coming into retirement and a growing population that’s living longer than ever before, what could the near future hold for Australia’s economy? To get a handle on […]
Reckon One receives ‘Best Customer Support’ badge from Software Advice
Due to our extremely important customer support services, we’re thrilled to announce that Reckon One has been recognised as an impactful software choice for businesses. To that end, we’re very proud to receive the 2023 Best Customer Support Badge from verified reviewers on Software Advice a United States-based user feedback website founded in 2005. To […]
Xero Beautiful Business Fund: Meet our global judges
The application period for the Xero Beautiful Business Fund will be wrapping up a few short weeks! To help us select the winners of the 2023 Xero Beautiful Business Fund, we’ve lined up a stellar list of regional and global judges. The judges represent small businesses, accountants and bookkeepers and Xero’s global partners. They will […]
For Dothan, Ala., company, move to the cloud “a no-brainer”
When the financial crisis hit the United States in the late 2000s, Alabama was struck particularly hard. In fact, the state had the third-highest prevalence of economic loss during the peak of the crisis, according to an Economic Security Index report produced by The Rockefeller Foundation in 2012. Businesses in all corners of the country […]
Fed declines to hike, but points to rates staying higher for longer
The Federal Reserve on Wednesday released its decision on interest rates and updates on the economy.
Sidney Kess, a personal remembrance
For accountants, especially those in the tax and personal financial planning worlds, the passing of Sidney Kess at age 97 is “like losing a parent to the profession,” writes Andrea Millar, CPA/PFS, who shares her memories of a legend who educated countless CPAs and helped her grow the AICPA Personal Financial Planning section.
How Sequence-Of-Inflation Risk Impacts Retirees Beyond Just Sequences Of Returns
30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. And by turning to tools that incorporated historical or Monte Carlo simulations, advisors were able to examine the […]
Transact wins UK Platform of the Year Award
Transact has scooped the UK Platform of the Year 2023 Award in the Schroders UK Platform Awards held in London last night. More than 500 guests attended the black tie awards evening hosted by broadcaster and writer Kate Silverton for the 14th time. The annual awards were held at the Hilton Park Lane in London’s […]