Investments

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.

Audit committees are bringing on more directors with experience in cybersecurity and sustainability, according to a new survey.

The Institute of Management Accountants released a report on why business sustainability depends on the competencies of management accountants.

The Carbon Disclosure Project and the Global Reporting Initiative plan to deepen their collaboration.

Some 30 jurisdictions are making progress on introducing international sustainability standards in their legal or regulatory frameworks.

Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.

The International Auditing and Assurance Standards Board is preparing for the adoption of its International Standard on Sustainability Assurance 5000 early next year.

The International Public Sector Accounting Standards Board released a draft version of a sustainability reporting standard for use by governments around the world.