IRS

The proposed regulations also provide guidance for taxpayers who hold interests in regulated investment companies.

There are still dozens of questions about how the tax break applies.

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

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

Helping clients understand casualty loss rules following an unexpected tragedy.

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

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.

These are the best and worst places to consider based on total tax burdens.

To prepare for questions — and their own filings — planners should note these tips.

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

Clients should turn to their own timeline before making any changes to their portfolio during a market correction.

The IRS announced upward adjustments for 401(k), 403(b)s and other plans.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.

Think you’ve already optimized client portfolios? Think again.

Some can expect an increase in their tax bill thanks to Social Security income taxes and higher Medicare premiums.

With the expenses no longer deductible, will clients ask for new planning options?

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.