Financial Planning

Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.

The Institute of Internal Auditors wants the SEC to reject a proposal to give newly listed companies up to five years to establish an internal audit function.

Sharon Osbourne filed to remove Colin Newman, her late husband Ozzy's long-term accountant, as an executor of the rock star's estimated $100 million estate.

The update changes how investment companies such as mutual funds can measure the fair value of an equity security subject to a contractual sale restriction.

The Trump administration would try to lower the federal budget deficit through Congress by the end of this year if Democrats are able to flip either chamber in the midterms.

Many M&A deals dwindle, bleeding clients and revenue for a lack of strong leadership on the practice level.

The Top 25 Firm acquired GreerWalker in Charlotte, North Carolina, effective as of Sept. 1.

While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal to get a deduction.

Investors who have taken advantage of opportunity zones may be facing hefty tax bills on their long-deferred capital gains unless they do some careful planning.