Subject Root Tag

Financial planning conference
Carolyn McClanahan
May 1, 2020 1:32 PM

My training in virology, laboratory pathology and emergency medicine gives me a different perspective of how to manage our society’s new path forward, writes M.D. and planner Carolyn McClanahan.

5 Min Read
AT-112119-Buttonow- Audit rates for wealth taxpayers.png
By Ben Steverman
May 1, 2020 1:21 PM

Rich Americans are taking advantage of an unprecedented opportunity, made possible by the coronavirus pandemic, to transfer money to their children and grandchildren tax-free.

3 Min Read
Tobias Salinger
May 1, 2020 1:19 PM

CEO Dan Arnold says the pandemic “will create some structural change across the market and the industry.”

3 Min Read
IRS-Building-light
By Laura Davison
May 1, 2020 11:25 AM

Small businesses that manage to get their Paycheck Protection Program loans forgiven may find themselves losing valuable tax breaks, according to new guidance from the Internal Revenue Service.

1 Min Read
deadline.jpg
CRA
Warren W. Traiger
May 1, 2020 10:32 AM

Regulators need to revamp their proposal to overhaul the Community Reinvestment Act now that the coronavirus outbreak has created unforeseen financial needs.

4 Min Read
coronavirus-mask.jpg
Kyle Walters
May 1, 2020 10:30 AM

What Maya Angelou can teach us about client communication.

3 Min Read
AT-043020-ProfessionalServicesFirmsAvoid.png
Lee Frederiksen
May 1, 2020 10:00 AM

As if tax season isn’t already stressful enough, the coronavirus pandemic is making things that much harder.

3 Min Read
cla-irvine-location.jpg
Ranica Arrowsmith
May 1, 2020 9:00 AM

The Top 100 Firm has tailored an analytical tool to planning in the pandemic.

2 Min Read
A customer shops for paper towels at a supermarket in Trenton, New Jersey, U.S., on Monday, March 16, 2020. All New Jersey schools must close starting March 18 for at least two weeks as state officials try to slow the spread of the new coronavirus, Governor Murphy said. Photographer: David 'Dee' Delgado/Bloomberg
August Aquila
May 1, 2020 9:00 AM

Accounting firms need to become more adaptable in the face of the COVID-19 crisis

2 Min Read
An airline passenger wears a protective face mask, manufactured by 3M Co., while passing through Ben Gurion International airport in Tel Aviv, Israel, on Tuesday, March 10, 2020. Israel expanded its 14-day quarantine policy to include arrivals from all countries, ramping up its efforts to beat back the spread of the coronavirus. Photographer: Kobi Wolf/Bloomberg
Dom Esposito
May 1, 2020 9:00 AM

Don’t waste the coronavirus crisis: Follow these seven steps to re-evaluate your strategy plan.

5 Min Read