Financial Planning

No one likes to contemplate their own mortality, but John Napolitano of U.S. Wealth Management makes it clear why accountants need to get their business-owner clients thinking about exit planning.

For accounting to take a pivotal role in tackling the climate emergency, a single set of sustainability standards is critical.

Amid regulatory change, margin pressure and technological shifts, private equity firms need to rethink their approach to tax and finance functions. Petter Wendel, EY global tax private equity leader, shares how based on findings from the 2020 EY Tax and Finance Operate Survey.

The pandemic has fueled a dramatic new wave of high-profile migration, sending tech workers to Texas, Wall Street types to Florida — and now YouTube provocateur Logan Paul to Puerto Rico.

Holders of donor-advised funds increased their disbursements last year in response to urgent demands for greater charitable contributions to cope with the COVID-19 pandemic.

BlackRock has previously endorsed companies reporting climate risks. This year, it went a step further.

Three House Democrats are pushing legislation that would repeal the carried-interest tax break used by fund managers to reduce the levies they owe to the Internal Revenue Service.

The Center for Audit Quality and the American Institute of CPAs released a guide Wednesday to environmental, social and governance reporting and attestation for accountants.

Like most financial instruments, special purpose acquisition companies present risks and rewards, and require due diligence from accounting firms to help avoid landmines.

The National Association of Registered Social Security Analysts and its site, NARSSA.org, will look to aid professionals and firms who provide Social Security advisory services to its clients.