IRS

Other groups, such as those who used to itemize tax deductions but will now use the high standard deduction, are also advised to check their withholding taxes.

The lack of guidance from the IRS makes it a daunting task.

These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

As the IRS steps up its scrutiny of virtual currency, reporting the transactions correctly is essential.

Waiting until your 70th birthday is the much-discussed strategy to maximize benefits. But in some circumstances, you won't miss out if you file earlier.

IRS rules allow clients in certain circumstances to tap their retirement accounts before the age of 59 1/2 without a 10% penalty. But this still should be considered a last resort, an expert says.

Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.

Taxpayers won’t get big federal write-off above state credit.

Rich professionals have found a new way to bypass income limits created by Congress.

Divorced women are more financially prepared for retirement than their single, never-married counterparts because they are more likely to secure their marital home after the separation.

Part of the problem stems from how slow regulators have been to define their views of virtual currencies.

Here’s what advisors need to know about the 20% qualified business income rule.

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

The typical tax-deffered savings account can easily hit $1 million — mathematically speaking.

Failing to monitor reinvested dividends could boost their tax bills.