Financial Planning

The Budget Lab at Yale projects that taxing income over $1 million at a 40% rate would generate $420 billion over a decade.

Billion-dollar firms Baker Tilly and Moss Adams have made their merger official, combining to form what promises to be the sixth largest CPA firm in the U.S.

The financial services firm that caters to doctors, dentists, veterinarians and podiatrists has acquired a tax and accounting firm in California.

Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax Cuts and Jobs Act by the end of 2025.

White House officials are preparing executive orders that would strip some environmental nonprofits of their tax-exempt status.

Optimism is building that a game-changing fund design that will help asset managers shrink clients' tax bills will soon be approved by the SEC.

A Social Security floor-offset design, utilizing a sovereign wealth fund, could help alleviate current and future funding obligations.

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

The number of accounting-related securities class-action filings increased slightly in 2024, but were filed against smaller companies, according to a new report.

The California Society of CPAs and the National Association of Black Accountants are helping the entertainment community, businesses and homeowners recover.