Financial Planning

Whether you’re at a Big Four firm, a regional firm or a sole practitioner, you have the potential to be a rainmaker.

Touting figures may give companies a short-term boost, but often leads to a long-term drop.

More than 67 million people will receive larger benefits next year, thanks to the inflation rate.

Steven Henning allegedly defrauded investors out of $2 million by claiming to have entered into multi-million-dollar intellectual property deals.

Harvard University’s $39.2 billion endowment has reached a record value. So did Yale. And Brown. And Dartmouth.

Tax advantages for bonds funding private hospitals and sports stadiums survived last year’s tax overhaul thanks to an eleventh hour compromise. The securities may be headed for a decline anyway.

The Baltimore school will use the donation to establish an endowed accounting chair and help strengthen its programs.

Protecting yourself can help you protect your clients in financial planning.

The International Integrated Reporting Council has tapped a former global managing partner at McKinsey & Company as its new head.

More and more consumers today are looking for one firm to manage both their tax and financial planning, which is why a growing number of CPAs are bringing financial advice in-house.