Investments

Muni bonds and taxes; BE-10 time; a troubling history; and other highlights from our favorite tax bloggers.

The continuing resolution that the Senate narrowly approved included the extension of a $20.2 billion rescission in the Internal Revenue Service's budget.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

To prepare for a gen AI-driven future, businesses must maintain impeccable, validated and standardized investment data.

The International Federation of Accountants finalized revisions to embed sustainability throughout training of accountants.

Internal auditors are taking on more responsibilities, leveraging generative AI for tasks such as audit planning and reporting, says a new IIA report

Environmental, social and governance work holds tremendous potential for accounting firms.

A diverse range of financial investments and assets adds another layer of complexity for accountants working with family offices.

One of the biggest issuers in the municipal-bond market warns it may need to scale back its borrowing plans if federal lawmakers eliminate the tax-exemption.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

AI can help reduce a company's environmental impact through data-driven analytics and optimization, though the energy burden of AI itself remains a challenge.

As the digital asset landscape becomes increasingly unpredictable, it's important to encourage clients to diversify their holdings across sectors and types.

Thomson Reuters announced plans to invest millions in tax and accounting solutions through its newly-launched $150 million venture fund.

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.