Joe Biden

This election cycle has had more than a few bad surprises, but my advice to clients remains the same.

With a strong Democratic presidential contender, the risk of both estate and gift hikes beginning as early as 2021 is palpable.

Many taxpayers want to pay less themselves — but want others to pay more.

At the center is a pledge not to increase rates on those making less than $400,000, and that various changes would only impact earnings above the threshold.

Insiders see a Democratic administration backing tightened investor protections as industry advocates look to tax legislation.

Whatever the outcome in November, taxpayers and their advisors should prepare for changes, an expert says.

Donald Trump has all but promised to dispute the election outcome if he loses. Wall Street’s taking him at his word.

A majority of wealth managers worry about non-business concerns such as the national debt, immigration, civil unrest and media bias, according to a new survey.

Chairman Jerome Powell and other officials have stressed that recovery is highly dependent on the nation’s ability to better control the coronavirus.

Under the proposals, the top 0.1% of earners would be subject to a 43% tax rate on their income.

Threats to the program are multiplying and the coronavirus pandemic is accelerating a reckoning, according to a new analysis.

One problem is the proposal is focusing on the minor advantage of tax-deferred retirement plans, says Bloomberg columnist Aaron Brown.

The president has deferred payroll taxes that fund the program, and says he would eliminate them if elected to a second term.

From regulations to taxes, big changes could be in the offing.

Here's an at-a-glance guide to the candidates' positions on individual taxes.

Any tax increases on high-income individuals and corporations would be offset by massive spending packages targeted at accelerating the country’s recovery from the coronavirus, according to the firm.

The party’s draft party platform criticizes lax standards implemented by the Trump administration, and vows to strengthen Social Security.

Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing

A weaker U.S. dollar and a rollback of some of the 2017 tax cuts are just two possibilities, experts say.

The Democrats’ presumptive presidential nominee called for a public credit reporting agency and for the Postal Service to offer financial services, among other proposals issued through a unity task force with Bernie Sanders. But analysts suggest the recommendations are more about electoral politics than pushing for real reforms.