IRS

There’s one goof every adviser should take extra precautions to avoid: being careless about those IRA beneficiary forms.

Taxes are one of life’s sure things, but clients can still make changes after the filing deadline. Here’s how.

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

A recent agency memorandum cited several legal cases to back up its opinion.

If you raise rates on the rich, will you lose them to other states? A study of 45 million IRS records suggests it doesn’t work that way.