Energy isn't simply a bill to be paid. It's a category that needs to be managed with the same discipline as any other major financial exposure.

If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.

Financial reporting and automation solutions provider Inscope announced a new release that uses agentic AI to produce a review-ready disclosure checklist.

The IRS provided an electronic way to file a protective claim for a possible tax refund related to the COVID-19 pandemic ahead of a July 10 deadline.

Final regulations identify charitable remainder annuity trusts as "listed transactions," akin to tax shelters that need to be disclosed to avoid penalties.

The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.

The Treasury is considering rules on taxation of college endowments and changes to treatment of R&D costs, bonus depreciation and caps on business interest deductions.

As the July 4 launch date nears when clients can start contributing to Trump accounts, advisors discussed pros and cons of this method to save for children.

The tax-writing House Ways and Means Committee held a hearing to consider and pass eight bills related to tax administration and the Internal Revenue Service.

A survey found that a majority of investors disagreed with requiring scaling back to semiannual reporting for public companies.

The Financial Accounting Standards Board wants to amend how investment companies measure the fair value of a security subject to a contractual sale restriction.

Fight belongs at federal level; Circular 230 still matters; make everything stick; and other highlights from our favorite tax bloggers.

The Supreme Court left in place a decision that should change how practitioners talk to clients about old returns and how to evaluate the people who prepared them.

The International Sustainability Standards Board intends to issue an exposure draft of its nature-related disclosure proposals in October.

There's a safe harbor for gift tax reporting, but the American Institute of CPAs recommends families educate themselves as the accounts go live July 4.

The Internal Revenue Service's CI division is getting back to its traditional priorities after it was sidetracked last year into immigration enforcement.

Whether advisors choose individual stocks or not, the SEC's proposal to allow semiannual reporting rather than quarterly could impact clients' portfolios.

The Treasury's Financial Crimes Enforcement Network limited access by federal agencies to the information reported by companies amid lawsuits and rule changes.

The Internal Revenue Service's process for referring taxpayer inquiries to other business units can lead to delays and lost referrals, according to a new report.

Investors mostly favor the continued use of quarterly reporting and rejected the SEC's recent proposal for a semiannual reporting option, according to a survey.