Financial Planning

The 50 states have accumulated a combined $1.5 trillion in debt related to pension and other post-employment benefits, while elected officials claimed balanced budgets.

Firms need to focus on actively encouraging client referrals.

The Top 20 Firm's 2019 Community IMPACT Awards single out staff members and offices for their volunteer hours.

As FASB considers additional interventions in the way public companies account for goodwill, they would do well to remember one of Hippocrates’ maxims for physicians.

Senator Elizabeth Warren’s wealth tax proposal is big. Senator Bernie Sanders’ is about 60 percent bigger.

International accounting groups convened in New York during Climate Week to discuss the urgent need for action.

The Internal Revenue Service is giving those who own an interest in rental real estate a safe harbor to allow them to qualify for the section 199A deduction.

Senator Elizabeth Warren’s campaign promise to fund social programs by making America’s wealthiest pay a small percentage of their fortune every year could create a costly and difficult compliance system for both the taxpayers and the IRS.

Premium financing can be a powerful tool, but it must be thoughtfully designed, well underwritten and thoroughly understood.

The UJA-Federation of New York recognizes the tax expert for his half-century of dedication.