Financial Planning

Don’t get stuck doing ‘a quick review’ or checking what clients have already bought.

Alumni John and Carol Almeter’s donation will support two funds to help offset accounting students' tuition and invest in future educational technology and resources.

The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.

Citrin Cooperman, a Top 25 Firm based in New York, has expanded its presence to South Florida by adding two firms, Appelrouth, Farah & Co. PA, in Coral Gables, and Bloom, Gettis & Habib PA, in Miami.

The task force will gather experts in sanctions and export control enforcement, asset forfeiture, money laundering, tax enforcement, and foreign evidence collection.

The foundation is moving closer to establishing an International Sustainability Standards Board.

Surpluses and cuts; the CP80 mess; cost of ‘skin in the game;’ and other highlights from our favorite tax bloggers.

The companies will be part of the 2022 cohort of the program, which provides resources for early-stage companies in the accounting and finance tech field.

The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.

The Institute of Management Accountants released a guide to the steps that businesses can take to cut carbon and other greenhouse gas emissions in their operations under the leadership of accountants.