Financial Planning

The Global Reporting Initiative unveiled its revised Universal Standards on Tuesday to reflect due diligence expectations for organizations to manage their sustainability impacts, including on human rights.

The Big Four firm outlined a three-year agenda focused on improving environmental, social and governance issues, training and resources for staff and clients alike.

Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

The foundation is mulling changes in how it uses the term “materiality” to avoid legal and regulatory conflicts for companies disclosing their sustainability efforts.

Midsized to large CPA firms may be considering a private equity transaction, but there is much to be considered beforehand.

The use of a SLAT to eliminate the risk of changes in the estate and gift tax system can help separate legacy assets from lifetime assets.

Entrepreneur.com's 'Going Public,' debuting Oct. 19, will also feature KPMG professionals in a segment on 'IPO Readiness.'

Financial professionals are confronting some big obstacles when it comes to environmental, social and governance reporting, according to a new survey, including competing and sometimes conflicting disclosure frameworks, reporting methodologies and stakeholder demands.

Accounting Today mourns the loss of our longtime columnist Dom Esposito. In this column, he and consultant Tony Zecca write about the trend of private equity firms investing in CPA firms.