Even casual conversations should close with a suggestion as to what should happen next, or you may lose out on a chance to move yourself or your agenda ahead, writes Judith Humphrey. Using a call to action also applies to emails and sales calls.
Some employers, reluctant to lose valuable workers, are offering flexible hours and other benefits to help employees care for aging parents. This trend is gaining momentum as more millennials provide care.
With a tweet, President Donald Trump has entered a growing debate about the usefulness of quarterly earnings guidance. Some say focusing too intently on quarterly reports causes companies to neglect long-term goals that should be more of an emphasis.
In a recent decision, the US Court of Appeals for the District of Columbia Circuit held that the AICPA had standing to challenge the Internal Revenue Service's Annual Filing Season Program for unenrolled tax preparers but further held that the program did not violate the Administrative Procedure Act.
Companies with vendors, employees or even a single customer in the EU are required to comply with the bloc's General Data Protection Regulation. Following these four basic steps can help organizations comply with the rules.
Securities and Exchange Commission Chairman Jay Clayton said in a roundtable discussion last month that the agency might create a video to help investors understand the different standards of care offered by advisers and brokers.
Social Security may experience future shortfalls that far exceed forecasts made by the Social Security Board of Trustees, finds an analysis by the Wharton School. The reason for the disparity is that previous estimates did not account for the potential of the national debt to erode the payroll tax base.
Clients planning to leave an individual retirement account to a trust for their young children should be aware of potential problems. Here is a look at one thorny situation and the pros and cons of conduit trusts and last man standing trusts. For more in-depth technical guidance on estate planning strategies and ideas, see The Adviser's Guide to Financial and Estate Planning (open to PFP/PFS Section members).