Financial Planning

It's the easiest way to get new business, but it requires a little work.

A recent academic study lends support to the Public Company Accounting Oversight Board’s regulatory oversight of auditing firms, suggesting it gives investors greater confidence in companies, in turn leading to more capital available to businesses.

Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences for something else conservatives cherish—charitable giving.

As an accountant and trusted financial advisor, you can help your small business clients understand the value of 401(k) plans and how they contribute to business success.

Accountants may be extremely comfortable offering expertise on tax-related savings or advice on expense and cash management, but they may be less accustomed to steering clients to take specific steps to grow revenue.

A growing number of key congressional Republicans are considering a controversial maneuver that would allow for about $450 billion of tax cuts without offsets, according to four congressional aides familiar with the discussions.

Named Odele, the AI assistant should be able to match individuals and businesses with their most ideal tax scenario.

As people begin to amass wealth, the clarity and simplicity of their financial lives can quickly diminish.

Atlas Tax Advisors is partnering with accounting firms on providing tax planning and wealth management services for clients.

The Personal Financial Planning course will look to expand its reach to more CPA students over the next year.