Andrew Shilling

The proposal from CBOE Global Markets, if passed, would have been the industry’s first-of-its-kind.

Scammers are notorious for stealing social security numbers to file fake returns, an expert warns.

The impact of the 35-day partial government shutdown could delay the process this year.

A new research company from the rock frontman and TPG Investments will gauge the effectiveness of sustainable investments.

All 20 funds posted losses over the last year.

Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.

Nearly all of the outflows came from mutual funds and ETFs that posted losses.

A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.

The top 20 are now home to nearly $1.2 trillion in combined assets.

The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.

Clients who intend to file as soon as they receive their W-2s are advised to start gathering their documents.

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.

The Trump tax cut may have changed the calculus for some couples filing joint returns.

Even worse, those at the bottom of the pack averaged higher expense ratios.

Working parents who paid for day care, summer camp or a babysitter on the books are advised to take advantage of this break.

Health category funds dominated the list, making up for well over half of the group’s assets.

Some of the changes to rental property rules may be confusing for clients.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.