Financial Planning

The Top 20 Firm based in Milwaukee received a minority investment, making it the latest accounting firm to score private equity funding.

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

The International Ethics Standards Board for Accountants weighed in on private equity investment in accounting firms and ethical and independence concerns.

The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.

The well-oiled firm; refundable credits in states; taxing settlement money; and other highlights from our favorite tax bloggers.

A so-called corporate head tax is "on the table" as officials look for funds to help close back-to-back yearly shortfalls topping $1 billion.

On his retirement, the AICPA's Carl Peterson reflects on CPA licensure, technology for small practices, the impact of private equity, and more.

Plus, Pipe launches AI agents for small biz; Wolters Kluwer divests its Finance, Risk and Regulatory Reporting unit; and other accounting tech news.

The implications of the NCAA's House settlement on revenue sharing with student athletes may have ripple effects on academic programs like accounting.

The examples show how companies can improve the reporting of uncertainties in their financial statements using climate-related examples as practical illustrations.