Financial Planning

Greg Engel is anticipating another year of tumultuous changes as clients deal with the coronavirus pandemic and new policies from the incoming Biden administration.

Five organizations released prototypes Friday of climate-related financial disclosure standards to illustrate how they could work within their various approaches.

There are still a few things your clients should know and do now, well before they ever need to file a claim.

What Congress, clients and others did this year, and how it will impact next year.

For ESG issues, human capital and a host of other areas, traditional accounting rules aren’t a good fit.

The Internal Revenue Service is beefing up its controls to safeguard against improper self-employed retirement deductions, according to a new report.

The International Federation of Accountants reiterated its call this week for an international sustainability standards board under the purview of the International Financial Reporting Standards Foundation.

MSPC CPAs raises $18K for a local children's hospital foundation, Santa Monica firm Gumbiner Savett collects shoe donations for a local elementary school, and and the Texas Society of CPAs starts its Month of Service.

The IRS clarifies certain sections of the SECURE Act.

UHY tax principal Thérèse Wolfe says Generation X is sandwiched between the needs of their aging parents and those of their college-debt burdened children — and they need help to handle the financial burdens.