Financial Planning

The Top 20 Firm acquired Santa Clara, California-based Sherwood Partners in a transaction expected to close this July.

Sustainability reporting is becoming more standardized globally, according to a new report from the IFAC, AICPA and CIMA.

The International Sustainability Standards Board intends to issue an exposure draft of its nature-related disclosure proposals in October.

There's a safe harbor for gift tax reporting, but the American Institute of CPAs recommends families educate themselves as the accounts go live July 4.

The state budget will be bolstered in part by a newly proposed tax on digital software sales.

Whether advisors choose individual stocks or not, the SEC's proposal to allow semiannual reporting rather than quarterly could impact clients' portfolios.

King Charles and Prince William disclosed their personal tax obligations for the first time in their current roles in an attempt to increase the transparency of the British monarchy's finances.

For practitioners willing to learn the rules, Trump accounts are the best client acquisition and retention opportunity we've had in a decade.

The Top 25 Firm acquired Conroe, Texas-based firm Crowl, Cameron & Associates, expanding its presence to 20 offices and across 18 cities in the state.