Financial Planning

The modern chief financial officer is increasingly tasked with risk management, including identifying and mitigating various risks such as cyberthreats and regulatory compliance issues.

A pair of lawmakers proposed a bill to end the abuse of grantor-retained annuity trusts to avoid taxes.

A federal court has temporarily halted the Securities and Exchange Commission's climate-related disclosure rule in response to a lawsuit from a pair of fracking companies.

There's an inherent conflict between wanting the best deal when you exit your firm, and wanting the best arrangement during the time you are working.

Private equity-backed platform Ascend has added a new member firm in San Diego, LevitZacks.

Private equity firm New Mountain Capital is taking a majority stake in Grant Thornton in the biggest deal to come along in PE firms' involvement in the accounting field.

Marlene Engelhorn plans to let 50 strangers decide the fate of her inheritance.

Oracle announced the addition of more than 50 generative AI features in its Oracle Fusion Cloud Application Suite.

Nonprofit development and accounting departments are working toward the shared goals of sustainable growth and accomplishing their mission.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.