Financial Planning

Rep. Jimmy Gomez, D-Calif., introduced legislation Friday modeled after the estate tax bill sponsored in the Senate by Sen. Bernie Sanders, I-Vt.

The Internal Revenue Service is cautioning taxpayers and tax professionals to beware of a new twist on an old scam.

A drop in the number of job openings and in corporate optimism helped drive the AICPA’s Q3 2019 Personal Financial Satisfaction Index down slightly in the third quarter, but it remains near an all-time high.

5 key deadlines and structuring steps you and your clients can’t afford to miss.

Accounting-as-usual needs to change if we are to change business-as-usual.

Environmental, social and governance reporting is filled with competing sets of rules, according to accounting standard-setters and experts.

The board approved proposals to delay the effective dates of its leases, credit losses, hedging and long-duration insurance contract standards.

Pulling back the curtain in the land of OZ, and other gain deferral strategies to consider.

The 50 states have accumulated a combined $1.5 trillion in debt related to pension and other post-employment benefits, while elected officials claimed balanced budgets.

Firms need to focus on actively encouraging client referrals.