Tax code

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.

With input from tax influencers, a Keeper report discusses five enduring Tiktok myths about personal finances.

The Internal Revenue Service’s Office of Chief Counsel is spelling out new requirements for information from companies submitting claims for research credit tax refunds to prove they’re valid.

The Tax Court added its voice to the dilemma facing many taxpayers working remotely due to the pandemic.

The Internal Revenue Service guidance caused some consternation among some small businesses and tax experts.

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.

Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.

Advisors may need to alert clients as to when these checks will be taxable.

Financial planners report wide demand to learn how to exploit changes in the tax code.