Financial Planning

The American Institute of CPAs reported Thursday that its Personal Financial Satisfaction Index declined 55 percent in the second quarter of the year, a level not seen since 2015, as the COVID-19 pandemic continued to ravage consumer finances.

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

Democrats in New York, the world’s financial capital, may finally have the right moment to resurrect the state tax on stock trades.

The Institute of Management Accountants recently released a pair of reports on how CFOs can help their organizations provide more sustainable business activities.

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

The Sustainability Accounting Standards Board and the Global Reporting Initiative announced a collaborative work plan to provide more clarity on how their two sets of standards can be used together.

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.