Audit

The agency processed more of every major type of form during FY 2018 than during the prior year, with the exception of estate tax returns.

The chances of getting audited for people making at least $10 million plunged during the last fiscal year, IRS data shows.

They’re rare, but terrifying. Bear these points in mind when you or your clients face a tax exam.

The regulator is looking into whether brokers made appropriate share class recommendations for the plans as a result of the new law.

It’s one of the most consequential — and misunderstood — concepts for clients with properties in more than one state. Where should they call home?

IRS data provides all the information needed to figure out the answer.

Many of the employees who were dismissed worked in the firm’s brokerage unit, according to the allegations.

Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.

Planners are torn on whether they should DIY or give outsourcing a try.

Medium-sized RIAs have few options, but the SEC’s examination priority list makes this a hot topic.