Financial Planning

The leaders of the biggest Western economies are expected to endorse a plan that focuses on super-wealthy individuals and businesses.

The Sustainability Accounting Standards Board and the International Integrated Reporting Council finalized their merger to unite their ESG reporting frameworks.

A tough season has some preparers considering taking down their shingle, but many still plan to hang on.

Even with a 15-year window to pay taxes, a near-doubling of the capital gains rate and the elimination of the step-up in basis loophole will make a sale expensive.

Private wealth clients, hedge fund managers and cryptocurrency traders fleeing to Puerto Rico for its huge tax breaks — and to escape President Joe Biden’s proposed capital gains tax increases — are now the focus of a sweeping Internal Revenue Service review.

The leading CPA financial planners with over $1 billion in assets under management

As companies come under increasing pressure to deal with climate change and diversity, their internal auditors are putting more emphasis on making sure environmental, social and governance reports are reliable.

Financial planning clients need to start preparing for potential legislative upheavals now.

The IFRS Foundation is looking for a chair and vice-chair of a board that will set global ESG reporting standards.

"Inheritors are going to get killed" under the White House’s proposal to put the brakes on tax-free intergenerational transfers of wealth.