Financial Planning

Dozens of millionaires from the U.S. and six other countries have a message for their governments: “Tax us. Tax us. Tax us.”

The Senate and House passed bipartisan legislation to help nonprofits remain financially viable during the COVID-19 pandemic.

Vertex has filed for an IPO, riding the wave of success the Supreme Court Wayfair decision has brought tax automation providers.

Disclosures of nonfinancial information, such as environmental, social and governance issues, aren’t always “clear or useful,” according to a report by the Government Accountability Office.

Audit firms can enhance the reliability of environmental, social and governance reporting, according to a new report from the Center for Audit Quality.

To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic as possible.

BDO USA is adding CFO Advisors and MorganFranklin Consulting’s public sector practice; RubinBrown Advisors combines with Wealth Management Advisors; Wessel & Co. merges in Perry & Co.; and CA PA joins Hancock Askew & Co.

IDGT’s are particularly useful estate planning tools in a low-interest-rate environment.

The Sustainability Accounting Standards Board voted during an online meeting last week to open a new standard-setting project to address single-use plastics and bio-alternatives in the chemicals and pulp and paper industries.

Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management -- the question is how you handle them.