News Feed

An SEC rule that would increase requirements for companies to disclose their emissions was paused following a lawsuit this spring.

Notice 2024-55 from the IRS explains exceptions to the additional tax for certain emergencies, and for victims of domestic abuse.

An advisor in Los Angeles wants to help his clients with their estate planning, which requires thinking about death. How can he broach the subject without scaring them?

The latest legal challenge to the firm's "cash sweeps" policies argues advisors violated their fiduciary duties by not procuring higher yields for clients.

The Internal Revenue Service plans to begin slowly paying some of its older claims for the fraud-plagued Employee Retention Credit this summer, but is not lifting its moratorium.

The trailblazers who have found success in challenging circumstances shared key lessons and best practices as part of what will become an annual event.

Financial advisors can create welcoming spaces, understand family structures, be thorough with paperwork and maximize savings.

Climate-related disclosures will bring complexities requiring short- and long-term action by financial institutions, and the first reporting could begin in fiscal 2025.

This year's Greenbook proposals contain some greatest hits, including a higher corporate minimum tax.

There are times when vendor contracts must come to an end, particularly as new technology providers enter the market. CEOs offer tips for ending a vendor relationship and what to put in contracts to protect data in a breakup.