Ben Steverman

The most important quality of the so-called 501(c)(4) organization boils down to one word: control.

Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.

Well-off professionals in costly areas of the U.S. are set to get a windfall from competing plans to change the deduction limit for state and local taxes.

Sure, you might have to actually pay U.S. taxes on those crypto trades. But at least it will be easier to figure out how much you owe.

The president-elect's pledge to repeal President Trump‘s tax cuts as soon as he is inaugurated may be stymied for the foreseeable future.

The richer they are, the more options clients have to insulate themselves from the coronavirus and its effects.

Only 4% of U.S. retirees are waiting until they turn 70 to claim benefits, the age when payments reach their maximum level.

The White House has made fiduciary part of investors' vocabulary.

Never make a major decision after a funeral, the financial advice goes, because grief can warp judgment. And much of the country might as well be wearing black.

Advisers are betting that the president-elect’s promised tax cuts will come as early as next year, and they’re telling wealthy clients to move now to make the most of it.