Financial Planning

Senator Bernie Sanders is proposing hiking taxes on executive retirement plans and using the extra revenue to aid struggling worker pension plans.

The number of countries reporting their financial positions on an accrual basis is expected to increase from 37 to 98 by 2023, according to a new report.

The first-ever revision of the International Integrated Reporting Framework for integrated reporting is now underway.

It’s been two years since investors were able to claim tax write-offs for investment costs and advice, but lawyers have found a potential workaround hidden in years-old IRS regulations and case law that may cut tax bills for some private equity and hedge fund investors.

How many clients have told you they can’t wait until they’re retired? Suppose you ask them point blank, “What does retirement look like to you?”

Argentina may be in deep financial trouble, but its central bank is comfortably back in the black — thanks to a small accounting maneuver.

Michael Bloomberg is proposing a financial transactions tax of 0.1 percent and merging Fannie Mae and Freddie Mac as part of a proposal for regulating Wall Street for a financial system “strong enough to weather crises without harming the broader economy or requiring taxpayer bailouts.”

The university is dealing with a new levy on college endowments included in the 2017 tax overhaul, the first time private colleges will pay such a fee.

The new hedge accounting standard is encouraging more companies to re-evaluate their risk management, according to a new report from Deloitte.

Some accountants worry that entering into financial planning services may create conflicts of interest -- and they're right, according to John Napolitano of U.S. Wealth Management, though the specific conflicts may not be what they expect.