Financial Planning

Reliable data is the foundation of effective climate-related disclosures, and audit and tax professionals' experience is essential in supporting this data's integrity.

The U.S. government recorded a higher surplus for the month of April thanks to a rise in tax receipts, while steeper debt-servicing costs impose a major drag.

The Top 50 Firm snagged a $250 million minority investment from private equity firm Bain Capital.

The SEC's guidance is a part of a much broader movement as the U.S. strives to catch up with Europe.

Rescheduling cannabis; the outsourcing question; medical deductions in retirement communities; and other highlights from our favorite tax bloggers.

It's crucial to understand the impact businesses have on the environment — and accounting for carbon emissions is a fundamental step.

Marcum acquired Croskey Lanni; Ascend added Blackman & Sloop and TSS; RKL eSolutions bought Techware; and the Willeford Group joined Hancock Askew.

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

U.S. taxes are likely to rise as lawmakers look to narrow the federal deficit, Warren Buffett said, as Washington prepares for major tax negotiations next year.

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.