Financial Planning

Joel Cooperman, cofounder and former CEO of Citrin Cooperman, left the firm on March 31 after over 40 years.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

The resurrected version of former accounting giant Arthur Andersen plans to go public, submitting a draft registration statement with the SEC.

Critics have called for an overhaul of the confusing rules that they argue often leave investors paying taxes in the wake of falling into fraudsters' traps.

Federal employee pension benefits are set to be pared back in Republicans' giant tax and spending package working its way through the House.

The International Sustainability Standards Board published an exposure draft proposing amendments to IFRS S2 to make it easier for companies to apply the standards.

Accountants can transform renewable energy incentives from the Inflation Reduction Act into a strategic financial opportunity for their clients.

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

The U.S. Department of Education plans to resume collecting defaulted student loans on May 5 after a years-long pause that began with the pandemic.