Financial Planning

From ESG requirements to global tax reform, this handful of developments is worth paying attention to in 2022.

The New Jersey Society of CPAs is warning residents to beware of potential fraud from scammers asking for donations to bogus nonprofits raising money for Ukraine relief.

House Ways and Means Oversight Subcommittee chairman Bill Pascrell, D-New Jersey, is asking the Treasury Department to curb the use of irrevocable grantor trusts by wealthy families to avoid taxes.

Don’t get stuck doing ‘a quick review’ or checking what clients have already bought.

Alumni John and Carol Almeter’s donation will support two funds to help offset accounting students' tuition and invest in future educational technology and resources.

The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.

Citrin Cooperman, a Top 25 Firm based in New York, has expanded its presence to South Florida by adding two firms, Appelrouth, Farah & Co. PA, in Coral Gables, and Bloom, Gettis & Habib PA, in Miami.

The task force will gather experts in sanctions and export control enforcement, asset forfeiture, money laundering, tax enforcement, and foreign evidence collection.

The foundation is moving closer to establishing an International Sustainability Standards Board.

Surpluses and cuts; the CP80 mess; cost of ‘skin in the game;’ and other highlights from our favorite tax bloggers.