Financial Planning

Buyback fallacy; change proposed for quarterly taxes; solidifying client relationships; and other highlights from our favorite tax bloggers.

The progressive Democratic congresswoman Alexandria Ocasio-Cortez used the Met Gala to make a political statement by wearing a dress with the message splashed across the back.

While Biden isn’t getting some of his proposed tax increases on the wealthy, some surprising new hikes may be in the works.

The Big Four firm is broadening its array of services to help clients deal with growing demands for sustainability and climate risk reporting and assurance.

The Center for Audit Quality released a report on the current requirements for public company auditors regarding climate-related reporting.

Deloitte reported its global revenue grew 5.5% in the fiscal year ending May 31, 2021 to $50.2 billion as the firm increased its workforce 3.2% to 345,000.

A recent statement on corporate reporting says the global profession needs to start with the 2021 reporting cycle.

Fighting among Democratic lawmakers over proposed hikes in individual and capital gains taxes is intensifying, creating more questions and opportunities for advisors.

Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.

U.S. regulators have long said they’re dubious about the green and socially conscious labels that Wall Street applies to $35 trillion in so-called sustainable assets. Now, the watchdogs are hunting for proof that they’re right.