Tax planning is different from tax compliance, tax preparation or even tax projections. The hard truth is that most tax accountants are only tax preparers. They review your prior-year data and add new ...

Anyone who struggles to remember to complete tasks both minor and monumental knows that life can get in the way of living it — especially if you’re disorganized. Using a paper-based daily planner or a ...

What Is an Investment Planner? An investment planner is a professional who provides expert guidance and advice on investment planning and portfolio management. An investment planner can be an ...

Marketers and business owners are spoiled for choice when it comes to the many social media platforms available for growing an online audience. But it doesn’t have to be. Fortunately, you don’t have ...

The updated Microsoft Planner, accessible through Microsoft Teams, integrates features from Microsoft To-Do and Project to streamline task management within Microsoft 365. This update focuses on ...

When I first started working on my personal budget, I quickly realized how important it was to prepare for unexpected events. Life has a way of surprising us, and financial preparedness can make the ...

If you are using the latest version of Microsoft 365 suite, then most probably you will see these two apps (Microsoft Planner and To Do) clubbed together. As a result, you see the tasks and other ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Let’s talk about something that can feel a little awkward: asking for help ...

Of all the major holidays to throw a wedding, Chicago-based event planner Amber Sanders of Events with Ambiance is a proponent of New Year’s Eve. “A New Year’s Eve wedding is actually pretty clutch,” ...

Microsoft announced at Ignite 2023 that Planner is getting additional functionality. The separate Microsoft products, Planner, To Do, and Project will streamline into Microsoft Planner in 2024. Of ...