The Latest

To help improve financial awareness across generations, CalCPA Institute, along with the California Society of CPAs and the California Jump$tart Coalition is holding the California Financial Literacy Summit on July 30 at the San Jose Marriott. It will bring together experts and leaders from government, business, education and other fields who are concerned about financial illiteracy in the state.

What to do when you’re not sure about your clients’ documents

Hedge fund manager Daniel Loeb was singled out for criticism by labor leaders who are urging the U.S. to limit investors’ ability to lower tax obligations through offshore reinsurance ventures.

Highlights of some of our favorite tax-related blogs from the past week.

CPA Australia chief executive Alex Malley, who interviewed Neil Armstrong about his experience as the first man to set foot on the moon, is throwing his support behind an effort to help the Smithsonian Institution pay for preservation of the pioneering astronaut’s spacesuit.

NetSuite appointed Jim McGeever as president, succeeding and continuing to report to CEO Zach Nelson.

In a coordinated broadside at the complexity of the tax code for small business owners, both the House and Senate held hearings Wednesday with similar themes.

Rootworks unveiled an advanced Grow online platform designed for its nearly 500 member firms.

The Internal Revenue Service’s oversight of the Low-Income Housing Tax Credit program has been “minimal,” according to a new report by the Government Accountability Office.

Intuit announced the addition of three speakers and a newly designed accounting track to the QuickBooks Connect conference Nov. 2-4 in San Jose, Calif.