Financial Planning

The former president of the New York State Society of CPAs, chairman of the AICPA, and founding partner of Goldstein Golub Kessler, has left his mark on the profession.

A look at the taxation of trusts and the Supreme Court’s recent ruling.

There are some powerful ways to help your clients defer gains and help communities.

Technical expertise is important, but what really matters in financial planning is the relationship.

Early planning for an IPO is essential for avoiding many unpleasant surprises, and helps establish best practices for future reporting and compliance.

The Supreme Court decision in Kaestner harkens back to Quill.

The Financial Accounting Standards Board is aiming to clarify the interaction between two of its earlier standards.

Secretary of Education Betsy DeVos is calling on Congress to allow the Internal Revenue Service to give the Department of Education information on the income of student loan borrowers, warning that student loan applicants are misrepresenting their income and family size to qualify for reduced payment plans.

The American Institute of CPAs sent a set of recommendations to the Internal Revenue Service on the application of excise taxes to donor-advised funds.

When it comes to corporate transparency, the United States is at a crossroads.