Financial Planning

The IFRS Foundation is teaming up with CPA Canada to set up a Montreal center for the new board, in addition to a location in Frankfurt, Germany.

An interesting state survey; Bozo moments; the importance of portals; and other highlights from our favorite tax bloggers.

The asset management firm partly owned by Top 100 Firm Warren Averett has acquired a registered investment advisory firm in Birmingham, Alabama.

The West Virginia senator is calling on the commission to reconsider a plan to require companies to disclose information about their greenhouse gas pollution.

The board unveiled two proposed standards for general sustainability-related and specific climate-related disclosure requirements.

Accountants need to focus on how they stand out from the crowd of wealth advisors.

The House overwhelmingly passed legislation that would expand the tax benefits for retirement accounts to bolster the savings of Americans.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

The commission’s proposed rule would involve accountants and auditors more heavily in their clients’ efforts to provide assurance on sustainability reporting.

Return of an audit; transforming tax proposals; virtual guidance; and other highlights from our favorite tax bloggers.