Financial Planning

Marjorie Jones trusted the man who called to tell her she’d won a sweepstakes prize, saying she could collect the winnings once she paid the taxes and fees.

Helping business-owner clients with succession planning is a must.

Accounting firms and tax pros can do more than just relax after tax season.

Real estate investment trusts and their investors are incontestable winners of the Tax Cuts and Jobs Act.

CEO Bob Oros joined the company last year from Fidelity and has been leading efforts to bring aboard more accountants in the wake of the new tax law.

The Association of International CPAs has released a guide to how management accountants can help their organizations fulfill the United Nations’ Sustainable Development Goals.

Never assume that the client understands or knows what you are talking about.

The annual listing ranks CPA financial planners by assets under management.

The Public Company Accounting Oversight Board began requiring firms last year to disclose the names of engagement partners who participated in audits, but a new academic study questions whether the new requirement will actually benefit investors.

The Sustainability Accounting Standards Board Foundation has appointed Perella Weinberg Partners partner and CEO Robert K. Steel as its new chair, succeeding former New York City Mayor Michael Bloomberg, the founder and chief executive of Bloomberg LP. Steel previously worked under Bloomberg as deputy mayor.