Financial Planning

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

The American Institute of CPAs has received an increasing number of questions on sustainability assurance engagements.

Clients’ spouses may be hiding assets in any number of tax-related ways.

Opportunity zones may just be the perfect vehicle to deliver economic relief to the areas hardest hit by the coronavirus pandemic — both short term and long term.

It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.

Credit Suisse Group AG is dealing with the fallout of a fraud at its international wealth management business, two years after it was criticized by a regulator in a similar case that rattled the bank and raised questions about controls.

The changes represent probably the biggest overhaul of Regulation S-K disclosures in more than three decades.

Depending on the economy and the election, they could be on the chopping block as soon as 2021.

The U.S. Treasury Department still has yet to tell companies how to handle President Donald Trump’s order delaying the due date for employee payroll taxes, leaving major employers like Walmart Inc. in the lurch.

The IRS is reminding taxpayers about the CARES Act’s waiver of required minimum distributions for 2020.