Financial Planning

The leading CPA financial planners with over $1 billion in assets under management

As companies come under increasing pressure to deal with climate change and diversity, their internal auditors are putting more emphasis on making sure environmental, social and governance reports are reliable.

Financial planning clients need to start preparing for potential legislative upheavals now.

The IFRS Foundation is looking for a chair and vice-chair of a board that will set global ESG reporting standards.

"Inheritors are going to get killed" under the White House’s proposal to put the brakes on tax-free intergenerational transfers of wealth.

The administration is looking for big money from a higher corporate tax rate and better IRS enforcement.

The International Accounting Standards Board proposed a comprehensive framework for management discussion and analysis to better align with investor needs.

FASAB is looking for input on a proposed interpretation of the federal financial accounting standards for cancelled debt.

For accountants and tax professionals working with clients age 50 and older, there are certain tax perks to recommend that could help boost savings for the future.

The Securities and Exchange Commission wants input from accountants on rules it is developing for disclosing climate risks and environmental, social and governance reporting.