Financial Planning

There are some powerful ways to help your clients defer gains and help communities.

Technical expertise is important, but what really matters in financial planning is the relationship.

Early planning for an IPO is essential for avoiding many unpleasant surprises, and helps establish best practices for future reporting and compliance.

The Supreme Court decision in Kaestner harkens back to Quill.

The Financial Accounting Standards Board is aiming to clarify the interaction between two of its earlier standards.

Secretary of Education Betsy DeVos is calling on Congress to allow the Internal Revenue Service to give the Department of Education information on the income of student loan borrowers, warning that student loan applicants are misrepresenting their income and family size to qualify for reduced payment plans.

The American Institute of CPAs sent a set of recommendations to the Internal Revenue Service on the application of excise taxes to donor-advised funds.

When it comes to corporate transparency, the United States is at a crossroads.

The rules set by the Economic Development Commission in St. Thomas allow some businesses to lower their exposure to taxes by up to 90 percent.

Rudy Giuliani said he was forced to borrow $100,000 from President Donald Trump’s lawyer Marc Mukasey to pay his taxes after his wife tied up a joint bank account in their bitter divorce case.