Financial Planning

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.

The asset sales carry complexity requiring careful thought and expert advice, but they could prove beneficial to some wirehouse breakaways or RIA succession plans.

Next year is set to become one of the most significant in modern history when it comes to shaping the tax and financial planning environment.

Consider this host of strategies to help clients keep more of what they earn.

The proposed accounting standards update provides disclosure requirements related to environmental credits and obligations.

Accounting researchers suggest that using blockchain, smart contracts and NFTs could simplify tracking for carbon reporting.

Private-equity backed firm Ascend has added Walter Shuffain to expand its footprint in the Boston market.

The venture capital-backed operating company acquired Bement & Co., offering small firms an alternative way to scale outside of private equity.

The private equity-backed firm invested in HM&M Advisory, based in Dallas, and Clark, Raymond & Co. in Redmond, Washington.