Financial Planning

To delay or not delay; three questions about a digital tax; nonprofits and theft; and other highlights from our favorite tax bloggers.

A U.S. donor to Canada’s WE Charity said he has asked the Internal Revenue Service to open a fraud investigation into the organization after testifying that it took down a plaque on a Kenya school built to honor his dead son and replaced it with that of another donor.

The board is finalizing a merger with the International Integrated Reporting Council, while watching efforts to establish a standard-setter overseen by the IFRS Foundation.

Senator Elizabeth Warren, joined by Reps. Pramila Jayapal and Brendan Boyle, proposed a new wealth tax on households with a net worth of more than $50 million.

CPA financial planners should play a major role in giving life insurance advice to their clients.

The International Federation of Accountants is partnering with the International Integrated Reporting Council on a joint initiative.

Maneuvers played out across the country as census tract boundaries were changed to accommodate wealthy investors whose projects fell outside the lines of roughly 8,700 opportunity zones. About 140 tracts grew in size.

The lens through which we view a company affects how we measure success. A more complete picture contributes to a more unified understanding of value.

Delaying filing; inbox anxiety; a new voice; and other highlights from our favorite tax bloggers.

A COVID-wrecked economy has changed the calculus for some financial planners.