Financial Planning

BOI on hold; the TCJA and future budgets; using private equity; and other highlights from our favorite tax bloggers.

The acquisition of Australian fund manager Perpetual Ltd.'s wealth management business is in danger of collapsing after the deal was hit by an unexpected tax bill.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

Accounting firms see private-equity funding as a welcome resource for further expansion, but many professionals wonder what the true cost of the money is.

The essential IRS rules regarding the downsides — and potential benefits — of earning extra cash on the side.

A recent PwC survey has found investors are bullish on AI, with many believing it will unlock new growth and profits.

Top 50 Firm UHY has received private equity funding from Summit Partners, the latest in a long line of accounting firms receiving PE financing.

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

Many private equity-backed firms at Accounting Today's PE Summit think that it absolutely can, along with much more.

The IRS introduced changes to certain contribution limits to 401(k) and retirement plans for 2025, while some limits will remain the same.