Financial Planning

IDGT’s are particularly useful estate planning tools in a low-interest-rate environment.

The Sustainability Accounting Standards Board voted during an online meeting last week to open a new standard-setting project to address single-use plastics and bio-alternatives in the chemicals and pulp and paper industries.

Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management -- the question is how you handle them.

The Internal Revenue Service released final regulations Wednesday on how a regulated investment company that receives qualified real estate investment trust dividends should report the dividends paid by the company to its shareholders in accordance with section 199A of the Tax Code, which allows the investors to take a hefty deduction.

The IRS offers guidance in Notice 2020-51 on the rollover period, which has been extended to Aug. 31.

The Governmental Accounting Standards Board issued guidance Tuesday to improve the reporting of Section 457 deferred compensation plans for state and local government employees.

It’s a good time to be opportunistic about your firm’s future — and to poke these embers in a meaningful way.

The Internal Revenue Service provided guidance on expanded eligibility and more.

Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.

President Donald Trump recently highlighted the “opportunity zone” tax breaks he signed into law in late 2017 as a reason his administration “has done more for the Black Community than any president since Abraham Lincoln,” but a new study casts doubt on the program's effectiveness.