Financial Planning

When they understand their market value, accounting firms are often torn about what to do.

Exchange funds could help address some wealthy clients' concentration risks and tax quandaries at the same time.

More than 4 million children have been signed up for Trump accounts — but millions more are eligible.

RIA Soltis acquired accounting, tax and advisory firm GDM Private Financial Solutions, the latest example of client demand for integrated wealth and tax planning solutions.

Over 1,000 IRS employees owe more than $8 million for not complying with the terms of a program that helps them repay their student loan debts.

The IRS and Treasury are providing guidance on how states, territories and the District of Columbia can nominate census tracts to be qualified opportunity zones.

Organizations seem to be going all in on AI, not only planning huge investments in it this year but making these investments central to their growth strategy, even amid other economic headwinds.

As new players flood into accounting, it's important to understand how they speak.

The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.

Verifying environmental and social impacts is more complex than traditional financial accounting. But complexity is not a reason for retreat.