Financial Planning

Many advisors have clients who took out the forgivable loans. Some wealth management firms did the same. Three years after the government doled out more than $800 billion in mostly-free cash, here's what's happening.

From a bag of used clothing to artwork worth millions, donations can get a tax deduction — the complications arise when dealing with substantiation requirements. 

A growing shortage of accountants has plagued dozens of cities and counties across the U.S.

The greatest job security will be for people who know the tax rebates and every aspect of green law.

The board issued a staff report warning of high rates of deficiencies at special purpose acquisition companies.

The board plans to open discussion for future priorities on biodiversity, human capital, human rights and integration in reporting.

Recently released guidance can help with establishing effective internal controls over such reporting.

Some practitioners are advising clients to take advantage of Roth IRA conversions, but to tread carefully with the latest advances in artificial intelligence, as tax season nears an end.

The question of when the U.S. could default will come into sharp relief this week when the Treasury reveals how big its tax take is likely to be.

While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.