Financial Planning

The Financial Accounting Standards Board added a project to its technical agenda to allow insurance companies to use the "portfolio layer method" when doing hedge accounting on their financial liabilities.

The House Appropriations Committee approved further budget cuts for the IRS, expanding the use of AI and data analytics to handle enforcement.

Clients may be able to save thousands in taxes and prepare for a better future with the introduction of even the most rudimentary financial planning.

The survey window for our "Wealth Magnets" annual ranking of the top CPA financial planners by assets under management is now open.

The blue-chip auditing firm of Deloitte is being sued after signing off on the fund's financial statements before its collapse in 2025.

Charles Schwab is becoming the latest brokerage to rein in a booming but potentially risky part of its business.

The rapidly changing profession leaves firms with a host of challenges — and opportunities.

The accounting standards update offers guidance on how an issuer should initially measure paid-in-kind dividends on equity-classified preferred stock.

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

The International Sustainability Standards Board decided during a meeting on Earth Day that it will propose a set of requirements for nature-related disclosures in the form of an IFRS Practice Statement.