Financial Planning

Staffing and compensating a financial planning practice starts with the right model.

The Social Security Administration transmitted the necessary information to the IRS so it can begin sending Economic Impact Payments to nearly 30 million beneficiaries after an ultimatum from Congress.

A conservative think tank is throwing its support behind proposals long associated with progressives like Elizabeth Warren and Bernie Sanders: taxing stock trades and breaking up Wall Street investment banks.

Other issues take precedence over environmental, social and governance issues for many finance execs, according to a PricewaterhouseCoopers survey.

The move is aimed at helping pave the way for a potential international standard-setter for ESG accounting.

Brown Schultz Sheridan & Fritz announces two annual initiatives for minority students; and Test Prep Insight opens its $1,000 student scholarship.

Investors would face a 0.1 percent tax on each sale of stocks, bonds and derivatives under a Democrat-led proposal aimed at curbing risky trading behaviors.

Plug Power Inc.’s accounting errors sent shares of the fuel-cell maker plunging on Wednesday, dragging down its peers.

President Joe Biden said anyone earning more than $400,000 a year would see a tax increase under his forthcoming economic program, highlighting the administration’s plans to address inequality in part through levies on the wealthy.

Estate planners are keeping a close eye on the department’s agenda, anticipating the possible revival of several regulatory projects shelved by the Trump administration.