Financial Planning

An IRS revenue ruling explains what happens when a distribution check from a qualified plan isn’t cashed.

While there are many ways to hit a home run with OZ investments, there are also plenty of ways to strikeout.

Moody’s Investors Service is objecting to a proposal from the Financial Accounting Standards Board to defer the effective dates of its leases, hedging and credit loss standards for private companies and small public companies.

Economic indicators increasingly point to a potential downturn.

The Trump administration is mulling the possibility of temporarily cutting Social Security and Medicare taxes as a way to spur the economy.

The guidance helps with determining the fair market value of companies in an investment portfolios.

Outdated processes are leading to too much error in company financial data. The accounting profession is positioned to fix this.

A deadline is looming to maximize the stepped-up basis afforded to realized capital gains invested in qualified opportunity zone properties and businesses.

Investors are increasingly incorporating environmental, social and governance considerations into their investment decisions.

Real estate investors who want to maximize the return on investment will reap extra tax breaks this year, but still need to be cautious.