Financial Planning

Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.

Most small firm owners who are considering retirement are not familiar with how selling a practice works and how to get started.

For the first time, multiple CPAs under the age of 41 were honored for their contributions to the future of the accounting profession.

The leaders of the biggest Western economies are expected to endorse a plan that focuses on super-wealthy individuals and businesses.

The Sustainability Accounting Standards Board and the International Integrated Reporting Council finalized their merger to unite their ESG reporting frameworks.

A tough season has some preparers considering taking down their shingle, but many still plan to hang on.

Even with a 15-year window to pay taxes, a near-doubling of the capital gains rate and the elimination of the step-up in basis loophole will make a sale expensive.

Private wealth clients, hedge fund managers and cryptocurrency traders fleeing to Puerto Rico for its huge tax breaks — and to escape President Joe Biden’s proposed capital gains tax increases — are now the focus of a sweeping Internal Revenue Service review.

The leading CPA financial planners with over $1 billion in assets under management

As companies come under increasing pressure to deal with climate change and diversity, their internal auditors are putting more emphasis on making sure environmental, social and governance reports are reliable.