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The agency is encouraging taxpayers who have received but not yet responded to a CP-14 notice to promptly do so.

Dr. Scott Rigby is an author, behavioral scientist, and founder of motivationWorks, a company that applies behavioral science to organizations to build engagement and wellbeing. Scott is a leading authority on predictive measurement of motivation and engagement, and the application of proven interventions to improve organizational culture.

Total fees for the top 10 gold ETFs, based on current prices and holdings, are about $610 million a year.

New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

David Haughton, JD, is an advanced planning consultant at Commonwealth Financial Network.

The ready-made strategies have been around for years, but in an era of fee wars and ETFs its popularity is exploding.

The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.

The new information sheds light on how an industry leader is grappling with one of the profession’s most pressing issues.