Financial Planning

Outdated processes are leading to too much error in company financial data. The accounting profession is positioned to fix this.

A deadline is looming to maximize the stepped-up basis afforded to realized capital gains invested in qualified opportunity zone properties and businesses.

Investors are increasingly incorporating environmental, social and governance considerations into their investment decisions.

Real estate investors who want to maximize the return on investment will reap extra tax breaks this year, but still need to be cautious.

The former president of the New York State Society of CPAs, chairman of the AICPA, and founding partner of Goldstein Golub Kessler, has left his mark on the profession.

A look at the taxation of trusts and the Supreme Court’s recent ruling.

There are some powerful ways to help your clients defer gains and help communities.

Technical expertise is important, but what really matters in financial planning is the relationship.

Early planning for an IPO is essential for avoiding many unpleasant surprises, and helps establish best practices for future reporting and compliance.

The Supreme Court decision in Kaestner harkens back to Quill.