Financial Planning

The American Institute of CPAs is asking to modify the guidance on catch-up contributions in the wake of the SECURE 2.0 Act of 2022.

As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.

Retirement plan sponsors and advisers receive guidance from the IRS on how to legally incentivize plan participation.

A Dallas-based private equity firm is looking to expand its presence in the accounting sector in partnership with a Kansas-based firm it invested in last year.

The Connecticut-based financial advisory firm has added a CPA firm, as well as a registered investment advisory firm.

Investors must account for the impact of transition risks on existing investments, including potential costs to remediate or decommission assets that would otherwise remain productive.

Retirement plan sponsors and their financial advisors receive guidance from the IRS on how the Secure 2.0 Act opened the door for "de minimis financial incentives."

The Internal Revenue Service provided initial guidance to aid employers in establishing pension-linked emergency savings accounts, an outgrowth of the wide-ranging SECURE 2.0 Act of 2022.

The International Federation of Accountants reviewed the most helpful research by academics, accounting organizations and firms on the role accountants are playing in ESG reporting and assurance.

CEOs are increasingly enthusiastic about deploying generative AI technology like ChatGPT as part of their strategic plans, but they're wary about climate change and regulations, according to a new survey by PricewaterhouseCoopers.