Financial Planning

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

To prepare for a gen AI-driven future, businesses must maintain impeccable, validated and standardized investment data.

The International Federation of Accountants finalized revisions to embed sustainability throughout training of accountants.

Internal auditors are taking on more responsibilities, leveraging generative AI for tasks such as audit planning and reporting, says a new IIA report

The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a beach filled with starfish.

The possible rule changes would affect the alternative practice structures set up by accounting firms receiving private equity financing.

The Apax Partners deal will add more capabilities for the firm to expand geographically in its existing areas as well as new territory.

Firms everywhere are adopting alternative practice structures -- but who knows what an APS really is? William Kelly, chief counsel at Ascend, dives into the details.

Environmental, social and governance work holds tremendous potential for accounting firms.

The Top 50 Firm is acquiring a firm based in the northwest suburbs of Chicago that specializes in real estate clients.