Financial Planning

Companies claiming tax credits for carbon capture technology have been confronting heavy compliance requirements, prolonged waits and uncertainty.

The Top 50 Firm acquired Persing Professional Group and Carefree Professional Practice Resources, expanding its presence in Nevada.

The Top 75 Firm completed a flip of investors, with private equity firm Broad Sky Partners selling its stake to TPG, an alternative asset management firm.

Taxes don't pause; chaotic policy; larger tax burden; and other highlights from our favorite tax bloggers.

Investment companies may need to reassess valuation policies, disclosures and financial reporting timelines if the proposal is finalized.

The firm has dropped plans for a roughly $3 billion leveraged loan that was intended to refinance private credit debt and fund a dividend.

The Top 50 Firm acquired New England Regional Leader GGG, expanding its presence in the Boston area.

The Top 50 Firm UHY acquired accounting and advisory firm ALW in Bettendorf, Iowa.

Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS and U.S. Treasury Department.