Financial Planning

In the short term, the judge and the government need a full accounting of Epstein’s wealth as part of the bail determination.

Liquor stores can’t claim a hot new U.S. tax break designed to create jobs in poor communities. One of the biggest property developers for marijuana ventures says it can.

The Securities and Exchange Commission teamed up with the North American Securities Administrators Association to explain the application of federal and state securities laws to opportunity zone investments.

New tax legislation is passing through Congress aimed at addressing several retirement issues.

Churn of the rich; the rise of AI; collection time; and other highlights from our favorite tax bloggers.

The omnibus exposure draft addresses a variety of issues identified during the implementation and application of different pronouncements.

Move to a rolling forecast, and spend more time relaxing.

Investors are starting to pour money into the real estate projects after more than a year of indecision.

There are two types of issues: ethical and regulatory conflicts, and practice management conflicts.

The AICPA found concern about the valuation of instruments such as derivatives, with fears it might potentially lead to a financial crisis.