Financial Planning

Commissioner roulette; tax crimes and green cards; the trap of major projects; and other highlights from our favorite tax bloggers.

How will artificial intelligence and private equity shape the work of young accountants?

The Budget Lab at Yale projects that taxing income over $1 million at a 40% rate would generate $420 billion over a decade.

Billion-dollar firms Baker Tilly and Moss Adams have made their merger official, combining to form what promises to be the sixth largest CPA firm in the U.S.

The financial services firm that caters to doctors, dentists, veterinarians and podiatrists has acquired a tax and accounting firm in California.

Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax Cuts and Jobs Act by the end of 2025.

White House officials are preparing executive orders that would strip some environmental nonprofits of their tax-exempt status.

Optimism is building that a game-changing fund design that will help asset managers shrink clients' tax bills will soon be approved by the SEC.

A Social Security floor-offset design, utilizing a sovereign wealth fund, could help alleviate current and future funding obligations.

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.