Financial Planning

Financial executives are eyeing tax changes expected in the Biden administration, demands for more environmental, social and governance reporting, and diversity efforts.

Affluent clients can use wealth and retirement strategies to blunt the impact of the administration’s proposals, which include a higher capital gains rate.

Any changes to inheritance tax would feed into the broader upheaval that is coming to taxation in the world’s major economies.

For some wealthy investors, expanded government crackdowns on land deals are creating financial and legal headaches.

At the same time, the SEC is increasingly focusing on environmental, social and governance reporting.

Each year on May 6, those of us in the finance profession recognize management accountants across the globe.

The Ways and Means Committee approved bipartisan legislation Wednesday to expand automatic enrollment, among other things.

The Financial Accounting Standards Board released a proposed accounting standards update Wednesday to better line up a company’s hedge accounting with its risk management strategies.

The state society's annual awards recognize local CPAs and their commitment to service, diversity and innovation.

With the tax recognition deadline of Dec. 31, 2026, still in place, taxpayers who wish to invest unrecognized gains in QOZs need to do so prior to Dec. 31, 2021, in order to obtain any step-up in basis benefit.