Investments

U.S. President Donald Trump, left, speaks as Joe Biden, 2020 Democratic presidential nominee, listens during the first U.S. presidential debate hosted by Case Western Reserve University and the Cleveland Clinic in Cleveland, Ohio, U.S.
Traci Rutter and Elizabeth Urish
December 31, 2020 10:35 AM

Given the size and number of tax changes proposed by the Biden administration, it’s no wonder advisors face challenges in helping clients prepare for the year ahead.

4 Min Read
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By Noah Buhayar and Lydia O'Neal
November 16, 2020 9:49 AM

President Donald Trump spent months on the campaign trail taking credit for “opportunity zones,” a policy meant to encourage investment in distressed communities across the U.S. Joe Biden’s team sees potential in the idea, too.

4 Min Read
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Lynn Ballou
October 23, 2020 11:37 AM

Add in the complexities of this year’s presidential race, and we have a recipe for uncertainty and fear.

4 Min Read
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Blake Christian
September 2, 2020 2:43 PM

Opportunity zones may just be the perfect vehicle to deliver economic relief to the areas hardest hit by the coronavirus pandemic — both short term and long term.

6 Min Read
nCino revenues
By Jon Prior
July 28, 2020 12:50 PM

The pressure is on the fintech, which helps banks make digital loans, to stanch its losses and show its lofty market valuation was deserved.

3 Min Read
Boarded up residential buildings in the Port Morris neighborhood of the Bronx
Julie Treppa
July 22, 2020 1:01 PM

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

5 Min Read
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By Martin Z. Braun
July 20, 2020 10:39 AM

Democrats in New York, the world’s financial capital, may finally have the right moment to resurrect the state tax on stock trades.

2 Min Read
Institute of Management Accountants headquarters in Montvale, N.J.
IMA
Michael Cohn
July 16, 2020 3:26 PM

The Institute of Management Accountants recently released a pair of reports on how CFOs can help their organizations provide more sustainable business activities.

10 Min Read
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Greg Feldberg
July 14, 2020 10:26 AM

The Fed’s recent action capping dividend payments might prove inadequate once the coronavirus crisis really hits banks’ capital.

5 Min Read
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CAQ
Michael Cohn
July 2, 2020 2:15 PM

Audit firms can enhance the reliability of environmental, social and governance reporting, according to a new report from the Center for Audit Quality.

2 Min Read