Financial Planning

Teach clients to avoid the end-of-the-year rush to make the most of their donations.

Everyone benefits from a well-thought-out plan, including staff and clients.

Tax pros share what they and their clients think about the proposed tax on the rich.

The Internal Revenue Service issued final regulations last week on opportunity zone funds, but while they answer some of the questions, many other issues remain that are likely to prompt questions from tax clients.

As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?

The $284.7 million budget is an approximately 4 percent increase over 2019.

Barry Melancon lays out the role for accountants in integrated reporting.

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

To get a better handle on your client’s personal cash flow situation, you need to go beyond their business and understand their family financial dynamics.

Trends in the market and tax law changes introduced by tax reform have created a perfect storm for REIT investors.