Financial Planning

Clients need to start planning for what happens after the day they stop working, says John Napolitano.

Notice 2024-55 from the IRS explains exceptions to the additional tax for certain emergencies, and for victims of domestic abuse.

Global Reporting Initiative CEO Eelco van der Enden plans to step down at the end of the year when his three-year contract concludes.

Plus, TaxDome adds AI reporting feature; Protiviti uses new "ProtivitiGPT" to enhance internal ops; and other accounting tech news.

A panelist during the Scaling New Heights conference in Orlando said that private equity firms are looking for firms with good revenue, but numbers alone don't tell the whole story.

Reform's many aspects; healing your energy; BOI deadline problem; and other highlights from our favorite tax bloggers.

The growing fixed-income products carry some risks, but their returns this year are attracting more financial advisors and their clients, according to experts.

Two-thirds of companies say they will be ready to report under the EU's Corporate Sustainability Reporting Directive, but many don't know how, a new PwC survey says.

What clients like to believe; Tax Court fun; auditing REITs; and other highlights from our favorite tax bloggers.

Here's a smart way to add long-lasting value to your client relationships.