Financial Planning

Accounting and investment pros can’t audit sources and verify data quickly enough to ensure the information is both updated and accurate.

Even with just a few days remaining in 2020, a trustee can still employ tax-saving strategies.

Concerns about rising tax rates under the incoming Biden administration are a major factor.

Greg Engel is anticipating another year of tumultuous changes as clients deal with the coronavirus pandemic and new policies from the incoming Biden administration.

Five organizations released prototypes Friday of climate-related financial disclosure standards to illustrate how they could work within their various approaches.

There are still a few things your clients should know and do now, well before they ever need to file a claim.

What Congress, clients and others did this year, and how it will impact next year.

For ESG issues, human capital and a host of other areas, traditional accounting rules aren’t a good fit.

The Internal Revenue Service is beefing up its controls to safeguard against improper self-employed retirement deductions, according to a new report.

The International Federation of Accountants reiterated its call this week for an international sustainability standards board under the purview of the International Financial Reporting Standards Foundation.