IRS

Tax columnists George Jones and Mark Luscombe of Wolters Kluwer put together a list of important changes from this year that will carry over into the next.

These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.

Avoiding these mistakes with a small business is essential.

Morgan Stanley is in “advanced discussions” with the IRS to resolve any client tax underpayments, according to an SEC filing.

How IRA conversions can come at a steep price for clients. Plus, ways to dodge a surprise bill from the IRS.

Just in case clients are looking to cut few corners, here are some of the most common tax frauds that the agency is ready to pounce upon.

When a tax-deferred account is part of an estate, failure to follow the tax rules correctly can result in a financial disaster.

How a couple wrote off cat food and other breaks that boosted refunds. Plus, how charity counts toward an IRA withdrawal.

Clients who make these prohibited transactions can face devastating penalties.

Finding that investment unicorn is growing increasingly difficult — precisely because advisers have fewer advantages over one another, Michael Kitces says. But there’s a way to finesse it.