Financial Planning

Accountants can transform renewable energy incentives from the Inflation Reduction Act into a strategic financial opportunity for their clients.

The survey window for our annual ranking of the top CPA financial planners by assets under management is now open.

The U.S. Department of Education plans to resume collecting defaulted student loans on May 5 after a years-long pause that began with the pandemic.

Commissioner roulette; tax crimes and green cards; the trap of major projects; and other highlights from our favorite tax bloggers.

How will artificial intelligence and private equity shape the work of young accountants?

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.