The document includes the top priorities outlined by investors.
Category: NYT Accounting News
Harris’ tax policy positions begin to take shape
While the candidate hasn’t spoken much about taxes on the trail, her record offers some clues.
How to guide clients out of big stock concentrations
The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.
Coca-Cola to pay $6B tax bill after Tax Court ruling
Beverage giant Coca-Cola said that it will pay the very old debt, but it is still appealing.
Blue teams with Pioneer on IT, cyber services
Top 75 Firm Blue will offer cybersecurity and IT services through a partnership with Pioneer Technology .
PCAOB awards record 676 student scholarships
The Public Company Accounting Oversight Board announced its largest-ever cohort of students will receive $15,000 each, up from $10,000 in previous years.
ESG: The next hundred-year flood
Environmental, social and governance work could be for accountants in the 21st century what tax and audits were in the 20th.
He Said, She Said: Is a succession plan really beneficial?
With firms changing so rapidly, does it still make sense to lock in a long-term plan?
Pathways to Growth: Inquiring minds want to know
Three common questions firm leaders ask about building growth strategies that are sustainable, efficient and profitable.
Practice Profile: Personal Finance 101
SD Mayer’s 5 Buckets Foundation brings together staff, clients and more to improve financial literacy.