What the public




Investors' Knowledge—
or Lack of It

A survey of 800 401(k) participants gave some insights into the general level of investment knowledge and participants' practices. Financial planners should note the poll revealed that plan participants are becoming more comfortable with equities but don't know how to use fixed-income investments to balance risk.


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Tax reform complicates year-end tax planning

Get your clients ready for tax season with these year-end tax planning strategies, which address how to make the most of recent tax law changes, such as the new deduction for qualified business income and the cap on the deductibility of state and local taxes.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.