Financial Planning

Why your clients probably need a financial planning audit.

A bipartisan group of lawmakers is proposing to boost affordable housing by 2 million units over the next decade by expanding a key tax credit.

Sustainability reporting standards, as well as assurance services to verify that reporting, vary widely across jurisdictions and individual practitioners and require better standardization.

The SEC has tweaked certain accounting rules and is considering doing more.

Stephen Schwarzman said the risk of an increase in U.S. capital gains taxes has led to explosive growth in potential targets for his alternative investment firm.

A new holiday; VAT questions; give parents credit; and other highlights from our favorite tax bloggers.

The thoughtful development of a formalized internal control framework can help with effective management of risk.

A combination of high valuations on companies and potentially higher taxes in the future is proving to be a potent motivator for selling private companies.

The legislation would require standardized metrics and disclosures of environmental, social and governance measures by companies.

Companies can streamline their environmental, social and governance reporting using technology, according to a recent report.