The Latest

The former CEO of Quellos Group and the head of its private clients group were sentenced in a federal court on charges connected with the offshore tax shelters set up by the former investment firm.

I’m amazed at the number of responses my last blog post generated. So much so that I’m dedicating this post to responding to those responses.

CFA Institute has released the Compensation Discussion and Analysis Template, a report that provides guidance for public companies wishing to improve the CD&A portion of their proxy statement.

Cloud-based document storage and sharing service SmartVault has released SmartVault Version 3.3, which includes added security and compliance features, as well as an enhanced user interface.

The Obama administration is expected to propose permanently eliminating capital gains taxes on some types of small business investments held for over five years.

The Financial Accounting Standards Board and the International Accounting Standards Board have published a joint set of proposals to account for the impairment of financial assets such as loans managed in an open portfolio.

During the Winning is Everything conference this month in Las Vegas, I sat down with Sandra Wiley, chief operating officer of Boomer Consulting, following a panel she led on retention strategy.

Financial management solutions-provider Intuit Inc. announced its commitment to help more than 1 million low to moderate-income and active military taxpayers prepare and file their taxes for free.

Since New York is performing its best impression of International Falls, Minn., this winter, I was particularly elated at the three-day reprieve that the Winning Is Everything practice management confab in Vegas annually affords me in January.

The release last week of the report by the Financial Crisis Inquiry Commission came about six months after the passage of the financial regulatory reform bill, when it might have done some good.