Financial Planning

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.

Using EBITDA – which is typically bigger than EBIT — would generate heftier tax deductions.

The third of four looks at how specific accounting firm niches are being impacted — for good and ill — by artificial intelligence.

Muni bonds and taxes; BE-10 time; a troubling history; and other highlights from our favorite tax bloggers.

The continuing resolution that the Senate narrowly approved included the extension of a $20.2 billion rescission in the Internal Revenue Service's budget.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

To prepare for a gen AI-driven future, businesses must maintain impeccable, validated and standardized investment data.

The International Federation of Accountants finalized revisions to embed sustainability throughout training of accountants.

Internal auditors are taking on more responsibilities, leveraging generative AI for tasks such as audit planning and reporting, says a new IIA report

The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a beach filled with starfish.