Financial Planning

As we enter into the tax planning stage of the year, the focus shifts to helping clients understand the impact of the Tax Cuts and Jobs Act and optimize their tax positions.

Dozens of hedge funds investing billions of dollars in cryptocurrencies don’t know if they’re calculating their taxes correctly, which may be a problem now that U.S. authorities have said they’re going to be scrutinizing virtual currencies.

Private-prison companies keep winning, and they have U.S. taxpayers to thank.

Are you telling your clients and potential new clients what you do, or are you explaining to them why you do it?

The International Integrated Reporting Council unveiled an Academic Database on Wednesday, featuring more than 200 academic studies on the ramifications of integrated reporting, as well as discussing some of the best practices emerging in the field.

Tuition refunds, expanded uses for 529 funds, and rollovers are highlighted.

Financial planners need to find answers to the machine threat.

Three rules for protecting your clients

The service is showing signs that it’s planning to issue regulations on the deductibility of expenses for estates and trusts in the wake of the new tax law.

A record number of job openings and the strong stock market are boosting Americans' sense of financial well-being -- despite rising interest rates.