Financial Planning

Private equity firm New Mountain Capital has acquired a majority interest in Citrin Cooperman, a Top 25 Firm based in New York.

The CSO is the hot new spot in the C-suite, but there’s little consensus over the job description, qualifications or even the goals.

Kurt Sartorius will paddle the Rio Madre to survey deforestation and bring awareness to what the profession can do to fight climate change.

The IFRS Foundation is teaming up with CPA Canada to set up a Montreal center for the new board, in addition to a location in Frankfurt, Germany.

An interesting state survey; Bozo moments; the importance of portals; and other highlights from our favorite tax bloggers.

The asset management firm partly owned by Top 100 Firm Warren Averett has acquired a registered investment advisory firm in Birmingham, Alabama.

The West Virginia senator is calling on the commission to reconsider a plan to require companies to disclose information about their greenhouse gas pollution.

The board unveiled two proposed standards for general sustainability-related and specific climate-related disclosure requirements.

Accountants need to focus on how they stand out from the crowd of wealth advisors.

The House overwhelmingly passed legislation that would expand the tax benefits for retirement accounts to bolster the savings of Americans.