Financial Planning

Citrin Cooperman, a Top 25 Firm based in New York, completed the acquisition of Kingston Smith Barlevi, a Los Angeles-based firm that specialized in the media and entertainment industries.

Audit partners in the U.S. see the top economic risks to businesses as inflation, labor shortages, and supply shortages and supply chain disruptions, according to a new survey by the CAQ.

The requirement, buried in the $1 trillion infrastructure law passed last year, mirrors one for brokerages and has flown under the radar.

The Securities and Exchange Commission is getting set to impose new rules on climate-related disclosures and how funds can be named to promote investment strategies like ESG and sustainable.

The board has postponed the expected completion date of its merger with the Value Reporting Foundation to August 1.

The ASU aims to increase the comparability of financial information across reporting entities that have investments in certain equity securities.

Moss Adams, Dean Dorton, CapinCrouse and Avantax are expanding, and Crowe divests a line of tax tools.

EY’s potential IPO of its consulting activities could trigger stock windfalls of as much as $8 million each for the consulting partners, compared to $2 million on average for audit partners.

Regardless of whether they have reached retirement age, owners must identify the “why” of exiting their business as a first step. Transitions are often entwined with personal relationships, finances and emotions.

The software giant, a staple of ESG investment funds, is being called out by a group of shareholders for what they say is its poor track record on tax transparency.