Financial Planning

The Carbon Disclosure Project, the Climate Disclosure Standards Board, the Global Reporting Initiative, the International Integrated Reporting Council and the Sustainability Accounting Standards Board will work on a common set of disclosures.

The right communication strategy and strong deliverables are key.

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years

My practice continuation tool kit has a sample purchase agreement with explanations of each step of the process.

The American Institute of CPAs has received an increasing number of questions on sustainability assurance engagements.

Clients’ spouses may be hiding assets in any number of tax-related ways.

Opportunity zones may just be the perfect vehicle to deliver economic relief to the areas hardest hit by the coronavirus pandemic — both short term and long term.

It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.

Credit Suisse Group AG is dealing with the fallout of a fraud at its international wealth management business, two years after it was criticized by a regulator in a similar case that rattled the bank and raised questions about controls.

The changes represent probably the biggest overhaul of Regulation S-K disclosures in more than three decades.