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If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.
July 9
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The tax-writing House Ways and Means Committee held a hearing to consider and pass eight bills related to tax administration and the Internal Revenue Service.
July 1 -
There's a safe harbor for gift tax reporting, but the American Institute of CPAs recommends families educate themselves as the accounts go live July 4.
June 29 -
The Excel-based calculator can help companies working on large, multiyear construction or manufacturing projects compute the interest for the contracts.
May 29 -
Tax delinquency is increasing among federal government employees as well as retirees, according to a new report.
May 11 -
The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.
April 1
LPL Financial -
More than 1.2 million taxpayers only have until April 15 to claim a total of approximately $1.2 billion in refunds for tax year 2022.
March 20 -
The new IRS Tax Withholding Estimator accounts for changes to tax credits and deductions introduced by the One Big Beautiful Bill Act.
March 12 -
The Internal Revenue Service has released its annual list of the 12 most dangerous tax scams, including a new long-term capital gains credit scam, bad advice on social media, and more.
March 10 -
The pilot program for the new Trump accounts will deposit $1,000 into the accounts of children born between 2025 and 2028.
March 6 -
The Pinpoint Policy Institute's public campaign against the Institute for the Fiduciary Standard reflects a mysterious phase of the ongoing debate on private investments in 401(k) plans.
March 2 -
The new Schedule 1-A and updated instructions enable taxpayers to claim the new tax breaks for tips, overtime, car loans and senior citizens for tax year 2025.
March 2 -
The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.
January 28 -
The IRS Criminal Investigation unit cited its top cases that led to multiyear prison sentences and multimillion-dollar financial settlements for tax crimes.
December 26 -
Amanda Reynolds filed a complaint asking the court to determine whether pets can be recognized as non-humans dependents.
December 19 -
President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from many angles.
December 17 -
The release coincides with a $6.25 billion donation from Michael Dell and his wife to kickstart the savings program.
December 4 -
A tweak to the deductibility of gambling losses may not bring in a lot of tax revenue, but it could certainly alter a lot of wagers next year.
December 1 -
In Notice 2025-69, the IRS and the Treasury offer clarifications and examples of how to claim the One Big Beautiful Bill Act deductions.
November 24 -
Borrowers who receive discharges of their student debt under the Income-Driven Repayment program could be facing tax bills as high as $10,000 next year.
November 13




















