Capital markets

Many HNW investors are underwhelmed with the offerings of the average financial planning firm.

The first decisions an accountant makes for a venture capital-funded startup can make a big difference in the future.

The fund is ready to provide Seed and Series A funding immediately.

A little-used part of the U.S. tax code allows foundations to use some of their endowments as “program-related investments.”

KPMG LLP has bought a minority interest in LumaTax, a San Diego-based sales and use tax technology provider.

The tax software maker has named Davis Bell as its new CEO, succeeding founder Kurt Avarell, and raised new funding from its existing investors after a series of reverses this past year.

Senator Elizabeth Warren’s proposed wealth tax could be a gift to an industry she has accused of looting Americans — private equity.

Paro matches vetted experts with companies seeking temporary accounting and finance help.

The Association of International Certified Professional Accountants and its technology arm, CPA.com, are seeking new applicants for its jointly created global startup accelerator program.

‘We see a future where continuous accounting becomes a substantial competitive advantage supported by an AI ‘CFO’ that provides the leadership team with real financial foresight,’ CEO says.

The guidance helps with determining the fair market value of companies in an investment portfolios.

An upcoming guide from the AICPA weighed heavily, both figuratively and literally, during a recent forum.

While wealthy people buying airplanes is nothing new, the tax overhaul provided a new incentive.

The bakery chain was rescued by an Irish private-equity firm after an accounting scandal pushed the U.K. cake baker into insolvency.

Bots, communications and cash flow solutions win the day.

Chief financial officers across North America have recession on their minds.

Highly-leveraged companies can start calculating just how much the Republican tax law limits their interest deductions for debt, thanks to 439 pages of regulations released by the Internal Revenue Service on Monday.

While the guidelines for opportunity zones are generous to investors, buried in the rules is a clause that could deter venture capitalists.

The association is looking for companies focused on fintech or edtech solutions.

The Miami-based tax software startup has raised $7.3 million to date.