Financial Planning

Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.

Whitman Transition Advisors CEO Phil Whitman presented an update on the hot topic of private equity landscape at the Accountants Club of America.

Baker Tilly appoints new chief people officer; CohnReznick names first ESG practice leader; and more CPA news.

Companies are getting ready to report more information about their efforts to control greenhouse gas emissions as the SEC gets set to unveil new rules.

A new report lays out how finance professionals can implement green budgeting for a more sustainable future in the public sector.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

The recent trend toward private equity firms rushing to buy or invest in accounting firms may have unexpected consequences.

The Florida Institute of CPAs held a disaster recovery event at Fort Myers accounting firm Stroemer and Co. to support people affected by the disaster. 

Accounting's most influential share their main concerns for the profession.

Audit committees are including more disclosures within proxy statements, but there's a disconnect between what investors expect and what companies are willing to disclose.