Financial Planning

The American Institute of CPAs has sent a list of six tax regulations to Treasury Secretary Steven Mnuchin that it wants the Treasury Department to review under an executive order from President Trump calling for reducing overly burdensome tax regulations.

As clients age, accountants and advisors need to be ready to help them and their families handle the issues surrounding their eventual decline. U.S. Wealth Management’s John Napolitano discusses how, and why it’s more important than ever.

The Sustainability Accounting Standards Board has overhauled its board structure, adding a nine-member SASB Standards Board, overseen by the SASB Foundation board of directors.

The Financial Accounting Standards Board has released an accounting standards update containing guidance on which changes to the terms or conditions of a share-based payment award require companies to apply modification accounting.

High-net-worth individuals coming to the U.S. need good planning advice.

Sen. Chuck Grassley, R-Iowa, and a group of 14 other senators from both parties are asking the Internal Revenue Service and the Treasury Department to clarify their rules to enable more lenders to refinance student loans.

Responses for the annual listing of CPA financial planners by assets under management are due May 12.

Picking the PFP model that fits a firm best requires some self-knowledge.

Getting partners to transition toward retirement as they approach the firm’s retirement age is a problem facing many CPA firms, and its implications are far-reaching.

Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.