Financial Planning

Here are some of the most commonly used vehicles for tax-advantaged giving your clients can deploy all year round.

There are a host of ways to make the most of the month ahead.

The executive director of the Association for Accounting Marketing is retiring at the end of the year for unspecified health reasons.

Even Alexandria Ocasio-Cortez is skeptical about the viability of Elizabeth Warren’s wealth tax to pay for trillions of dollars in government programs and address income inequality.

At Eaton Vance’s daily 8:45 a.m. meetings with fixed-income executives, a usually overlooked segment of the bond world has been coming up more often.

The tax automation software provider will use funding from Bregal Sagemount to enhance its products including 1040Scan and TaxCaddy.

The GREEN Act aims to deal with climate change by offering a range of tax incentives for use of renewable energy.

The company behind the very popular business billing and payments app filed for a $100 million initial public offering on Nov. 15.

The tax break included in the Tax Cuts and Jobs Act that encourages real estate investors to develop projects in economically distressed communities in exchange for deferring capital gains taxes for years has come under fire for not living up to its promise.

Democratic representatives are working on legislation that would nearly double the top individual U.S. tax rate on the highest incomes.