Browsing: planning

XY Planning Network Inc. acquired a new stake in Salesforce Inc. (NYSE:CRM – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 6,022 shares of the CRM provider’s stock, valued at approximately $1,382,000.

Holiday shoppers, facing economic challenges, likely won’t spend less this season. What they will change, however, is how they spend.

Libya’s Planning Institute reported last Friday (18 September) that it had held a preparatory meeting in Tunis with Germany’s GIZ Libya to discuss launching Libya’s first Green Business Incubator.

Kan., Sept. 15, 2026 /PRNewswire/ — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced a definitive acquisition agreement for RVK, Inc. (RVK), a leading institutional investment consulting firm headquartered in Portland, Oregon

New modules let tax offices offer year-round services and generate revenue beyond filing season, all from one system

For many real estate owners, operators, and investors, year-end planning begins when tax projections arrive in the fourth quarter. At that point, there may be limited time to update financial records, evaluate alternatives, make decisions, and complete required actions before year-end.

Teams are pouring money into AI and other tech while underinvesting in the foundations necessary to deliver ROI, experts say.

Learn how to position tax planning as a service clients understand and value, package and price your offering, and clearly communicate why proactive planning matters.

The NextRide app brings customers an all-in-one solution to make travel easier and more convenient every step of the way

Year-end is a critical time to review your business’s tax situation and uncover tax saving opportunities. The One Big Beautiful Bill Act(OBBBA) introduced sweeping changes to U.S. tax policy, many of which take effect in 2025 or 2026, raising the stakes for year-end business tax planning this year.