Financial Planning

What did and didn't make it into the bill; Shopify and sales tax; why the IRS dawdled; and other highlights from our favorite tax bloggers.

The $1.7 trillion bill contains Secure 2.0, and changes in the Holding Foreign Companies Accountable Act and conservation easement rules, but it's missing some much desired tax breaks.

The International Ethics Standards Board for Accountants is focusing more on sustainability-related issues.

The Internal Revenue Service's Exempt Organizations unit needs to change its procedures and training when deciding whether to deny tax-exempt status to charities, according to a new report.

The next generation of the ultra-rich say they're ready for succession. The executives responsible for managing families' fortunes aren't so sure.

Certain wealthy people have placed big bets on the companies that made them rich for decades without the IRS objecting.

An academic paper challenges the entrenched message that America faces a retirement crisis.

The International Sustainability Standards Board has settled on a definition of 'sustainability' that will guide its future work.

A proof of reserves report, based on a snapshot review by Mazars, showed the exchange having sufficient crypto assets to balance its total platform liabilities, but acknowledged limitations.

A role that once squarely focused on financial performance management now includes ever-growing operational responsibilities.