Financial Planning

The trend toward digitization of government data has been affirmed as a priority by the passage of recent legislation.

The service mistakenly sent out late notices to retirement plan sponsors due to a programming glitch.

Educational assistance programs can help employees cope with the resumption of payments through a tax-free fringe benefit.

The International Federation of Accountants issued a call to action to the G20 finance leaders urging them to focus more on sustainability as a way to achieve the United Nations' Sustainable Development Goals.

Strongly governed firms outperform their peers on a wide variety of metrics.

ERC questions; rethinking revenue; Ozempic and Wegovy; and other highlights from our favorite tax bloggers.

The agency and the Treasury Department two-year reprieve gives retirement advisors time to prepare — and a preview of upcoming guidance about Secure 2.0.

The Internal Revenue Service is giving people until 2026 to comply with a new requirement for Roth catch-up contributions.

Corporations relying on carbon credits to support their green claims now face "robust and credible" proof that the vast majority of such securities aren't fit for purpose.

Tax professionals may be unaware of the potential benefits that can be gained by partnering with a wealth manager.