Financial planning

The Financial Accounting Standards Board has issued two proposed accounting standards updates to improve financial reporting by employers related to defined benefit pension and other post-retirement benefit plans.

Accountants may work with the treasury management function at some corporations, and being able to share information across functions can help executives make better decisions about investments.

Most members of the public want tax preparers tested and licensed -- and want maximum transparency in preparers' fees, according to a survey from the Consumer Federation of America.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

The American Institute of CPAs is planning to host a combined financial planning and accounting conference called AICPA Engage.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

U.S. Wealth Management CEO John Napolitano describes how CPA financial planners can leverage tax season meetings.

Democratic presidential candidate Hillary Clinton’s call Tuesday to increase taxes on the wealthy and close “loopholes” didn’t address the candidate’s own moves to shield at least part of the value of her New York home from the estate tax.

Billionaire John Paulson’s New York hedge fund firm has shut an operation in Bermuda that had been targeted by a Democratic lawmaker as a tax shelter.

Members of the consulting firm Family Office Metrics have joined Ernst & Young LLP’s Family Office Advisory services team.