Financial Planning

Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.

It's logical that accounting and finance will be essential to complying with Europe's new ESG reporting requirements.

Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.

The private equity giant acquired the accounting software firm in 2019.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

Testifying at a London court from a Danish prison via a video call, Sanjay Shah insisted that his controversial so-called Cum-Ex trades were lawful and that any rumors circulated in the industry were merely due to jealousy.

IRS errors; hiring your kids; investment fund audits; and other highlights from our favorite tax bloggers.

Katz, Sapper & Miller is adding Cassady Schiller; Eide Bailly merged in Edward White & Co.; Forvis plans to acquire ConTech360; and Avantax acquired GA Investment Management.

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

The top state in the ranking received a total score for financial literacy of 72.46 out of 100.