Financial Planning

Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.

GOP senators voted in favor of the plan to count the extension of Trump's 2017 tax cuts as costing nothing by using an unprecedented accounting maneuver.

From an accountant's perspective, the trade deficit isn't a sign of economic weakness. As with any financial flow, there are two sides to the ledger.

Baker Tilly, based in Chicago, is making its latest big deal, announcing its intention to acquire KraftCPAs PLLC, a Regional Leader based in Nashville.

Senate Republicans are aiming to wipe away budget red ink from the GOP's signature tax-and-spending bill with an unprecedented parliamentary maneuver.

The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the tax complexity of the looming shift.

The money represents new capital, and this initiative will run parallel to Crete's ongoing acquisition efforts.

New estimates from the Congressional Budget Office incorporate the broader impact the legislation would have on the economy and federal budget.

Payments platform Tipalti announced it has acquired Statement, an AI-powered treasury automation solution.