Investments

At the heart of the concern is a tax dynamic that exchange-traded funds were built to avoid.

Top 100 firm BMSS announced an investment in Knuula, an engagement letter and client documents software provider. The investment came after implementing Knuula themselves over the past year.

The U.S. Government Accountability Office created a list of questions for policymakers' oversight of the energy tax expenditures in the 2022 Inflation Reduction Act.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

Approximately three-quarters of large global companies are receiving assurance services on their sustainability reporting, according to a new report.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

The resurrected version of former accounting giant Arthur Andersen plans to go public, submitting a draft registration statement with the SEC.

The International Sustainability Standards Board published an exposure draft proposing amendments to IFRS S2 to make it easier for companies to apply the standards.

Accountants can transform renewable energy incentives from the Inflation Reduction Act into a strategic financial opportunity for their clients.

Commissioner roulette; tax crimes and green cards; the trap of major projects; and other highlights from our favorite tax bloggers.

White House officials are preparing executive orders that would strip some environmental nonprofits of their tax-exempt status.

Optimism is building that a game-changing fund design that will help asset managers shrink clients' tax bills will soon be approved by the SEC.

The number of accounting-related securities class-action filings increased slightly in 2024, but were filed against smaller companies, according to a new report.

The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.

The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.

The board is mulling changes in its auditor independence standards for audits of collective investment schemes involving connected parties and pension funds.

Due diligence and caution are important when evaluating investment opportunities and business plans that are being pitched.

The Securities and Exchange Commission voted to end its defense of the climate-related disclosure rule it approved last year under the Biden administration.

The International Auditing and Assurance Standards Board and the International Sustainability Standards Board provided help with adopting their standards.

The CPA organizations sent a joint comment letter to the California Air Resources Board asking for changes in the state's climate risk disclosure rules.