Financial Planning

Cyberattacks, fraud in foreign markets, global economic conditions, M&A plans and the sequester are among the topics that are expected to dominate the discussion at shareholder annual meetings this year, according to a survey by accounting firm BDO USA.

In the past four years, the quantity of financial restatements from SEC public registrants has leveled off and their severity has remained low, according to a new report by the research firm Audit Analytics, but restatements have increased from accelerated filers for the third straight year.

Fewer corporate workers have sufficient cash flow and emergency funds on hand, according to a new survey.

Even as top executives at failing companies dump their shares, auditors of those same companies often fail to issue a going concern opinion to warn other investors of the precarious nature of the corporation’s finances.

Muddy Waters LLC, whose analyst reports triggered $7 billion in losses for Chinese stocks, used an unlikely secret weapon for its research: the public website of the U.S. Securities and Exchange Commission.

A roundup of financial planning-related stories from the previous month

Don't let the rewards of investing abroad blind you to the risks -- and vice versa

Will Rogers has been quoted as saying, “The only difference between death and taxes is that death doesn’t get worse every time Congress meets.” Earlier this year, Congress passed the American Taxpayer Relief Act of 2012, which may have prevented us from falling off the fiscal cliff, but further complicated the already complex world of income taxation of estates and trusts.

Private equity fund managers are beginning to be concerned that they may lose their tax break on carried interest as lawmakers in Washington again debate tax reform.

Rob Ganjon, the new CEO at iLumen, explains how business intelligence is the next natural step in accountants' evolution.