Financial Planning

Mega IRAs – the moniker given to retirement saving accounts with over-inflated values -- have become a popular target of critics and a potential revenue source for a cash-strapped Treasury Department. Now a new report by the Government Accountability ...

Financial reporting fraud can prove costly for investors and other capital market stakeholders. A new report from the Anti-Fraud Collaboration takes a fresh look at best practices for fraud deterrence and detection, highlighting the critical importance of

In a world where the growing use of connected devices such as smart watches and connected cars is occurring at the same time that massive data breaches are making headlines, a new global study by ISACA shows consumers have conflicted attitudes ...

Avalara, a provider of cloud-based software for sales tax and other transactional tax compliance, has raised $100 million in a financing round from an affiliate of Warburg Pincus, a global private equity firm focused on growth investing.

A recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.

Bloomberg BNA announced the publication of “Art of the Estate Tax Return, Second Edition – Estate Planning at the Movies,” which provides in-depth tax analysis and strategic counsel by connecting well-known motion pictures to practical estate planning and

A new report focuses on three key tax and financial planning opportunities tax practitioners can provide for their baby boomer clients who are approaching retirement and planning for their children’s and grandchildren’s college costs.

Do women have different relationships with money than men? Very definitely, yes, says entrepreneur and business coach Meriflor Toneatto.