Financial Planning

The Florida Institute of CPAs held a disaster recovery event at Fort Myers accounting firm Stroemer and Co. to support people affected by the disaster. 

Accounting's most influential share their main concerns for the profession.

Audit committees are including more disclosures within proxy statements, but there's a disconnect between what investors expect and what companies are willing to disclose.

The gift of finances; scaling a firm; new blog on the block; and other highlights from our favorite tax bloggers.

The most important quality of the so-called 501(c)(4) organization boils down to one word: control.

Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.

With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.

The Internal Revenue Service issued its annual notice on the amendments needed for retirement plans for employees of schools, tax-exempt organizations and ministers.

The new rule has a profound impact on advisor use of testimonials, performance advertising, and compensation for referrals.

An old solution to a new question; misconceptions about making partner; keeping staff; and other highlights from our favorite tax bloggers.