Financial Planning

The board is mulling changes in its auditor independence standards for audits of collective investment schemes involving connected parties and pension funds.

Due diligence and caution are important when evaluating investment opportunities and business plans that are being pitched.

The Securities and Exchange Commission voted to end its defense of the climate-related disclosure rule it approved last year under the Biden administration.

The International Auditing and Assurance Standards Board and the International Sustainability Standards Board provided help with adopting their standards.

The CPA organizations sent a joint comment letter to the California Air Resources Board asking for changes in the state's climate risk disclosure rules.

The institute is asking the Treasury and the Internal Revenue Service for greater clarity in their proposed regulations for the SECURE 2.0 Act of 2022.

McConnell Jones, the largest African American-owned CPA firm, is focused on expanding its geographic footprint as part of its growth strategy.

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.

Using EBITDA – which is typically bigger than EBIT — would generate heftier tax deductions.

The third of four looks at how specific accounting firm niches are being impacted — for good and ill — by artificial intelligence.