Financial Planning

The Top 25 Firm based in New York added a management consulting and CPA firm in the Baltimore area, its second acquisition in two days.

The Carbon Disclosure Project and the Global Reporting Initiative plan to deepen their collaboration.

The acquisition of the San Diego-based outsourced accounting and advisory firm is the latest deal since Citrin received private equity financing.

Some 30 jurisdictions are making progress on introducing international sustainability standards in their legal or regulatory frameworks.

Private equity can solve many of a firm's problems -- but not necessarily all, according to Phil Whitman.

Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

The International Auditing and Assurance Standards Board is preparing for the adoption of its International Standard on Sustainability Assurance 5000 early next year.