Financial Planning

Optimism is building that a game-changing fund design that will help asset managers shrink clients' tax bills will soon be approved by the SEC.

A Social Security floor-offset design, utilizing a sovereign wealth fund, could help alleviate current and future funding obligations.

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

The number of accounting-related securities class-action filings increased slightly in 2024, but were filed against smaller companies, according to a new report.

The California Society of CPAs and the National Association of Black Accountants are helping the entertainment community, businesses and homeowners recover.

The two Top 25 Firms are reportedly close to a major M&A deal, which would create a firm with $3 billion in annual revenue.

Donor-advised funds are continuing to grow while enjoying substantial tax deductions -- even as many contributions go to other DAFs.

Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.

The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.

If you think true financial planning is all about investments and annual returns, think again.