Investments

The International Auditing and Assurance Standards Board and the International Ethics Standards Board for Accountants launched their sustainability standards.

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.

TikTok and taxes; future of L.A. revenues; engagement limits; and other highlights from our favorite tax bloggers.

A Missouri-based wealth manager is poised to join the small but growing list of firms who have flipped assets into exchange-traded funds to help investors slash their tax bills, prepping one of the largest launches of its kind.

The International Ethics Sustainability Board for Accountants said its Global Ethics Sustainability Standards have been certified by the PIOB and IOSCO.

The accounting profession is on the brink of a significant evolution, driven by technological innovation, regulatory shifts and demands for transparency.

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.

Here's the right way to help them lean into risk.

BOI is back; phantom stocks; continuous compliance; and other highlights from our favorite tax bloggers.

These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.

The proposed accounting standards update provides disclosure requirements related to environmental credits and obligations.

Accounting researchers suggest that using blockchain, smart contracts and NFTs could simplify tracking for carbon reporting.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

A recent PwC survey has found investors are bullish on AI, with many believing it will unlock new growth and profits.

A Republican sweep in November's election threatens a niche tax break that helps American colleges upgrade dorms and academic buildings on campus cheaply.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

Plus, Deloitte releases four new accelerators on Workiva marketplace; KPMG invests $100 million in Google Cloud Alliance; and other accounting tech news.

The guide can help companies identify and disclose material information about sustainability-related risks and opportunities that could affect their cash flow.