Investment strategies

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

Your employees' well-being; statutory residency; new blog in town; and other highlights from our favorite tax bloggers.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.

The board issued an accounting standards update aimed at better aligning hedge accounting with an organization’s risk management strategies.

The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.

Chargebee has acquired Brighback; and GTreasury has bought Hedge Trackers.

FASB's proposed update could help companies with their risk management, but they will probably need sophisticated hedging expertise to benefit.

The Financial Accounting Standards Board released a proposed accounting standards update Wednesday to better line up a company’s hedge accounting with its risk management strategies.

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

One of the biggest arguments against checks is that they’re just plain old, invented to support even older banking processes.

The new hedge accounting standard is encouraging more companies to re-evaluate their risk management, according to a new report from Deloitte.

The Financial Accounting Standards Board released a proposed accounting standards update Tuesday aimed at clarifying some areas of its 2017 hedging standard for derivatives.

A deadline looms, but questions remain and more guidance is needed.

The board approved proposals to delay the effective dates of its leases, credit losses, hedging and long-duration insurance contract standards.

The Financial Accounting Standards Board is aiming to clarify the interaction between two of its earlier standards.

One of China’s largest listed drugmakers said it overstated cash holdings by $4.4 billion, sending its shares and bonds tumbling.

The Financial Accounting Standards Board released an accounting standards update Thursday to clarify three of its recent standards for credit losses, hedging, and recognition and measurement of financial instruments.