Financial Planning

Hedge funds are planning to expand their presence in Florida, adding to a migratory trend as wealthy residents of northern states face the threat of higher taxes.

The regs clarify that certain deductions aren’t to be considered miscellaneous itemized deductions.

The Sustainability Accounting Standards Board is moving beyond environmental issues and further into the areas of social and governance reporting.

Money managers and pension funds want companies to publish their 2020 annual reports in line with guidance from the International Accounting Standards Board.

The tax hike will fund rebates for about 800,000 middle-class households.

The better planned the job is, the better organized it is and the better it gets done.

The Carbon Disclosure Project, the Climate Disclosure Standards Board, the Global Reporting Initiative, the International Integrated Reporting Council and the Sustainability Accounting Standards Board will work on a common set of disclosures.

The right communication strategy and strong deliverables are key.

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years

My practice continuation tool kit has a sample purchase agreement with explanations of each step of the process.