Financial Planning

Fighting among Democratic lawmakers over proposed hikes in individual and capital gains taxes is intensifying, creating more questions and opportunities for advisors.

Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.

U.S. regulators have long said they’re dubious about the green and socially conscious labels that Wall Street applies to $35 trillion in so-called sustainable assets. Now, the watchdogs are hunting for proof that they’re right.

The founder of Renaissance Technologies and his colleagues will pay billions to resolve one of the biggest tax disputes in U.S. history.

Clients need to start planning for a potential sale of their business now.

When notices arrive late; deferred FICA minefield; two decades a-wandering; and other highlights from our favorite tax bloggers.

Will the giant tax incentive thrive as a tool to defer, minimize and eliminate capital gains tax?

The Top 20 Firm's donation will fund multiyear research examining the effects of housing discrimination on cancer cases.

A Treasury Department spokesperson gave an answer that provides clarity for advisors with affluent clients.

Climate change is prompting more accountants to get involved in environmental, social and governance services.