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Move to a rolling forecast, and spend more time relaxing.
July 9
Centage -
Investors are starting to pour money into the real estate projects after more than a year of indecision.
July 9 -
The AICPA found concern about the valuation of instruments such as derivatives, with fears it might potentially lead to a financial crisis.
July 2 -
Some private educational institutions are now facing taxes on their investments under the Tax Cuts and Jobs Act.
June 28 -
Taxpayers wishing to participate for any calendar 2018 capital gains must act quickly.
June 25Holthouse Carlin & Van Trigt LLP -
As more and more companies look to report on a wider range of measures, opportunities are arising for accountants.
June 24 -
Democratic presidential hopeful Bernie Sanders will propose canceling the nation’s outstanding $1.6 trillion of student debt and offsetting the cost with a tax on Wall Street transactions.
June 24 -
Howitt led the group that has promoted integrated reporting for three years and promulgated the model worldwide.
June 20 -
The Securities and Exchange Commission has added fraud charges to its previous charges against Longfin Corp., a defunct company that used to promote cryptocurrency and went public under dubious circumstances.
June 7 -
Democrats would need to sweep the 2020 election if they want to pull the trigger to end the carried interest option.
June 4 -
The Securities and Exchange Commission awarded $3 million to a group of unidentified whistleblowers Monday.
June 3 -
The 2019 class of the Top Firms by AUM is wrestling with software, the talent wars, the need to communicate their value proposition, and more.
May 31 -
Democratic presidential candidate Bernie Sanders introduced legislation that would impose a tax on trades of all stocks, bonds and derivatives in the U.S., a move he says would help curb Wall Street speculation and help finance his campaign promise to provide tuition-free college and cut student debt.
May 23 -
The proposed regs were a long time in coming, but generally taxpayer friendly. Here are seven key updates.
May 22Holthouse Carlin & Van Trigt LLP -
The Schedule D instructions had the older, higher tax rates for investors that were changed by the 2017 tax law.
May 16 -
It's time to treat environmental, social and governance metrics with the same rigor as financial metrics.
May 15
Bailard Wealth Management -
Is quarterly reporting really valuable enough to investors to justify the time and cost spent to compile the reports?
May 10
Thomson Reuters -
Brokerage firms are sending tax statements to clients and the IRS with information that differs from the taxes investors ultimately owe, leading some filers to appear to owe tax on profits they never made.
May 6 -
One of China’s largest listed drugmakers said it overstated cash holdings by $4.4 billion, sending its shares and bonds tumbling.
April 30 -
The Council of Institutional Investors is asking the Securities and Exchange Commission to require companies to explain any non-GAAP metrics used to set executive compensation within their proxy statements.
April 29













