Financial Planning

The California Society of CPAs marked a milestone Monday, with chairman Lewis Sharpstone saying the organization now has 45,000 members, making it the biggest state CPA society in the country.

The Sustainability Accounting Standards Board held its first board meeting under its new leadership this week to discuss progress on its provisional standards, with an eye to releasing them in the fall.

The upcoming rules may affect one tactic that some wealthy taxpayers have been using to get around the cap on deducting local property taxes.

An obscure tax provision from the 1960s that was left untouched by President Donald Trump’s overhaul could let wealthy individual investors seize for themselves the largest corporate tax cut in U.S. history.

New, more complicated marital situations call for careful tax planning.

The Chicago CPA/PFS shares why he started his own financial planning services firm for millennial clients.

Does your wealth management division need fixing?

Jody Padar recaps her trip to AICPA Engage 2018 and the thought leaders she got to interview.

House Republicans unveiled a 2019 budget proposal Tuesday to send a message to their core supporters that repealing Obamacare, cutting taxes and partially privatizing Medicare remain high on their agenda.

Matthew Rosenberg, president of RoseCap Investment Advisors in Colorado, was honored for his numerous contributions to the profession.