Financial Planning

Team members donate time and resources in Michigan as part of the firm's annual Day of Impact. 

Choreo's agreement to buy the wealth management arm of a major accounting firm reflects how CPAs and other tax pros have emerged as a key focus area.

A provision imposing a 1% excise tax on corporate stock buybacks in this year's Inflation Reduction Act is likely to have an impact on the use of special purpose acquisition companies.

These promissory notes offer buyers an accounting power: Emitters of planet-warming pollution get to deduct emissions from their own ledgers simply by purchasing tons of carbon offsets sourced to projects elsewhere.

When market investors suffer losses — or get taken for a ride — they're often eligible for a tax write-off to soften the blow. Users of the bankrupt crypto exchange FTX won't be so lucky.

Accounting solutions provider Xero has set its net-zero climate targets for Scope 1, 2 and 3 emissions.

The independent investment advisory firm that spun off from RSM US earlier this year is buying Cherry Bekaert's wealth management business.

Grants to charities from donor-advised funds grew 28% last year, according to a new report, as DAFs also come under scrutiny for helping the wealthy shield their money from taxes.

The Regional Leader received an undisclosed amount of funding from Broad Sky Partners.

A recent study found that when municipal governments are assigned a random auditor, versus one they appoint themselves, financial performance improves.