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Environmental, social, and governance investing is gaining popularity not only for its “feel-good” factor but also for its potential to spot financial risks that often cannot be identified in a company’s quarterly results.
December 11 -
Plenty of tax deferral and impact investment runway is left even if clients miss the Dec. 31 deadline.
December 10
AG Asset Advisory -
Exxon Mobil Corp. won a closely watched securities-fraud trial that delved into its internal accounting for the financial risks of climate change, a striking rejection of New York state’s claim that the company misled investors for years.
December 10 -
Accounting groups are reacting to the latest reports about the accelerated pace of climate change as global warming reaches record levels.
December 4 -
Democratic presidential candidate Michael Bloomberg pledged to support “taxing wealthy people like me” but dismissed a wealth levy tried in other countries and supported by rivals including Elizabeth Warren and Bernie Sanders because “it just doesn’t work.”
December 2 -
In volatile markets, client education and constant communication are ke
November 29
Napier Financial -
Here are some of the most commonly used vehicles for tax-advantaged giving your clients can deploy all year round.
November 26
Two Hawks Consulting LLC -
There are a host of ways to make the most of the month ahead.
November 26 -
The executive director of the Association for Accounting Marketing is retiring at the end of the year for unspecified health reasons.
November 26 -
Even Alexandria Ocasio-Cortez is skeptical about the viability of Elizabeth Warren’s wealth tax to pay for trillions of dollars in government programs and address income inequality.
November 22








