This article is the first in a new column, Personal Financial Planning, covering the role of CPAs in advising individuals and ...

Have you ever stared at a tangled web of Excel formulas, wondering if there’s a better way? For many, Excel is a daily companion, a tool we rely on to organize data, crunch numbers, and make decisions ...

When the IRS first put out Publication 590-B in 2021 for the 2020 tax year, it offered an example that implied someone (a non ...

The Centers for Medicare and Medicaid Services (CMS) has rolled out its first major change to the SNF Medicare Cost Report in ...

PivotTables are still easier to create for anyone who prefers not to use formulas, and they excel at automatically grouping dates or handling large external datasets from sources like SQL Server or ...

We noted that Excel turned 40 this year. That makes it seem old, and today, if you say “spreadsheet,” there’s a good chance you are talking about an Excel spreadsheet, and if ...

No matter how wealthy someone is, the process starts with awareness. Call it “financial awareness,” which is the first step to achieving financial literacy. It can be as simple as getting in the habit ...

A practical guide to Excel sheet formulas, covering essential functions for faster calculations, cleaner data, and smoother workflow in everyday tasks.

Discover how Excel's Goal Seek reverses calculations to find input values from known outcomes and enhances your data analysis skills.

Winter break and snow days are often a welcome pause in our busy school-year routines. They give families time to slow down, reconnect, and rest. But for many parents, that pause also brings a ...

Those with AI skills are said to make more, but how much more? Also, how have our actual experts been using AI in their own ...

It’s common knowledge that most retirees have at least some wealth to live off of, and that makes them vulnerable to bad ...