Financial Planning

Accountants go meta; muddy start to the season; the controller as preparer; and other highlights from our favorite tax bloggers.

Understanding how gifted money will impact the student’s FASFA is critical.

Corporate governance received a grade of B- and has slipped over the past year, according to a new survey of chief audit executives.

Barry Melancon is warning that the backlog at the service threatens to make this tax season a difficult one for tax professionals and their clients.

The National Taxpayer Advocate's annual report to Congress sounded alarm bells as millions gear up to file their federal returns.

The New Jersey Society of CPAs awarded $1,200 each to 10 more of its members to help offset tuition costs in the program's second year.

Nonprofit organizations grew their operating reserves over the last year and experienced other positive changes, according to a new survey.

The past year raises a number of questions for the next 12 months.

Parthenon Capital, a private equity firm based in Boston, has struck an agreement with the Chicago-based Top Five Firm's wealth management practice.

These policies create an excellent source for the payment of estate and other transfer taxes, as well as the augmentation of family income and wealth after the death of the senior generation.