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President Joe Biden proposed tax increases on the wealthy and large corporations, along with some new tax credits, in his State of the Union address on Thursday night.

Four states have no state and local sales taxes, making them the most attractive places for consumers to go shopping.

With wealth and accounting firms increasingly working together, a seasoned expert from both fields describes the key issues ahead of Tax Day.

The least attractive place to go shopping has a combined sales tax rate of 9.563%.

Financial advisors and tax professionals say many clients get too fixated on April 15 without understanding the benefits and ease of pushing back the deadline.

Here's how some financial advisors have offered the two services for decades and why the rest of the industry may finally be catching on to the opportunity.

In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.

Is it possible to keep saving for retirement after you've lost your job? A former tech worker in New York asks the experts.

When it comes to growth, a stalled advisory practice isn't a sign of failure. Pushing your firm to the next stage is a matter of learning to optimize your business.

An industry report finds the largest independent brokerage, with its supported independence offering, had the biggest net headcount gain last year.

The lowest-ranked states have property and unemployment insurance taxes like every state, but significantly they also have complex, non-neutral taxes with comparatively high rates.

The 20% deduction for the qualified income of pass-through entities has strong supporters and critics. Here's how tax experts say it could play out if made permanent.

Avantax, Osaic and Mariner deals demonstrate M&A impact on compensation and an interest in territorial expansion.

Catherine Williams and Daron K. Roberts spoke with Financial Planning about building leadership skills and making time for self care.

The Fed's decision to keep interest rates unchanged and FINRA's battle for its continued existence are among the developments on Capitol Hill that are critical to wealth managers.

While property and unemployment insurance taxes are universal in every state, many of the best states for doing business do not have corporate, sales or individual income taxes.

Each state was rated on a number of factors in five categories, including affordability, overall well-being, quality and cost of healthcare, weather and crime.

Yesterday's historic "firsts" blazed a trail for those of today — with a moral and business imperative for the industry to learn from these five figures' examples.

LeCount Davis was the first African American to earn wealth management's "gold standard" of certifications. Today he's helping others do the same.