Financial Planning

Accounting and financial reporting consume 32 percent of the average family office's time, according to a new report.

Grant Thornton and performance management, BI, and financial governance software maker Tagetik to collectively provide corporate performance management support services available to their clients across the United States.

The New York State Society of CPAs has asked Congress to consider new legislation that would temporarily waive tax penalties for taxpayers who are forced to make early withdrawals from retirement accounts due to financial hardship caused by the economic crisis.

Automated data management software provider Confluence plans to enhance their support of the Securities and Exchange Commission’s forthcoming release of a new Edgar XML filing specification by automating SEC Form N-SAR XML content.

Estate planning is sometimes a very difficult discussion with clients. instinctively, most people do not relish talking about their own demise, and CPAs equally dislike talking about anything that the client doesn't want to talk about.

Estate planning strategies for confusing times

In January 1999, a trust set up by Mitt Romney for his children and grandchildren reaped a 1,000 percent return on the sale of shares in Internet advertising firm DoubleClick Inc.

Americans are losing faith in their ability to invest, according to a new study from Hearts & Wallets, a retirement and savings research firm. The study found that more than four in 10 investors (41%) view themselves as "very inexperienced" with investing, up from 27% last year.

Congress’s two tax-writing committees, the House Ways and Means Committee and the Senate Finance Committee, held a joint hearing Thursday to discuss capital gains taxes and how they might be reformed.

Victims of convicted Ponzi scheme fraudster Bernard Madoff will be receiving nearly $2.5 billion in checks that were mailed Wednesday, according to the Securities Investor Protection Corporation.