Financial Planning

What you don't know can hurt you as it pertains to your clients as well as your own life insurance portfolio.

From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.

The debt ceiling agreement included a side deal that would allow $70 billion in accounting moves to spare agencies most cuts, though $20 billion in cuts to IRS funds may be accelerated.

The Financial Accounting Standards Board has decided not to add several projects to its technical agenda, including one on commodities, despite requests.

Firms of any size can inspire a world-changing culture that starts from the inside of the organization and expands into other spheres of influence.

The Internal Revenue Service's Exempt Organizations and Government Entities unit has published two new technical guides aimed at nonprofits.

The IRS-sponsored program relies on hundreds of dedicated accounting volunteers to ensure filers receive the crucial and necessary tax refunds they depend upon and ultimately help people fight poverty and food insecurity.

In the quest for enhanced corporate sustainability, the integration of innovative technologies is ushering in a new era of reporting capability and transparency.

The International Ethics Standards Board for Accountants approved an exposure draft on ethics and independence standards for sustainability reporting and assurance and a final ethics standard for tax planning and related services.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.