Financial Planning

Two firms are expanding in New York and Nebraska.

The Certified Financial Planner Board of Standards are looking to prepare students before the next test sitting in November.

The Financial Accounting Standards Board has released an accounting standard update aimed at simplifying the accounting for financial instruments that have so-called “down round” features.

The White House is “absolutely committed” to getting its tax overhaul proposal through Congress by the end of the year—and that plan won’t include a 40 percent tax rate for the richest Americans, Treasury Secretary Steven Mnuchin said.

The American Institute of CPAs has unveiled an exposure draft of a new framework to help CPAs and other financial professionals perform valuations of financial instruments such as derivatives, along with their underlying components.

Education and patience can beat out market news.

Estate planning has once again entered the realm of uncertainty.

A group of more than 100 business leaders and companies are backing the recommendations of a task force on providing a voluntary framework for disclosing climate-related information in financial filings.

The new hot thing in tax avoidance has a boring old name: insurance dedicated funds.

The Certified Financial Planner Board of Standards has proposed a set of revisions to its Standards of Professional Conduct setting ethical standards for CFPs.