Investments

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.

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.