CARES Act

It's typically advised to shift income into the future to reduce tax bills for the current year. But experts say that may not be the best approach.

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.

The decisions clients make now can play a significant role in how much will be forgiven.

Regardless of who wins the White House, the scope for tax legislation in the near term will be limited.

An estimated 9 million people haven't yet received Economic Impact Payments provided under the CARES Act.

There’s a significant opportunity for advisors to help their non-business clients, earn some new ones — and it can be taken advantage of right now.

The agency finalized plans to stop the temporary procedures for Forms 1045 and 1139.

The CARES Act will play a critical role, according to Grant Thornton.

The agency began digging into the massive tax law addressing issues that needed immediate clarification.

Waiting until year end to factor in portfolio volatility is risky business.

A comprehensive guide to how these provisions affect retirement plans

Several significant changes are probably in store for next tax season.

New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.

This may be the final chance for eligible clients to submit for the additional economic impact payments under the CARES Act this year.

The U.S. Small Business Administration has posted rules about how businesses who have been turned down for forgiveness of their Paycheck Protection Program loans can appeal the decision.

“We basically had clients demanding that we find a new home,” after Wells Fargo failed to secure PPP loans for them, an advisor says.

Economists say that a V-shaped recovery is unlikely.

The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.

The COVID-19 pandemic has infected the service’s annual list of top tax scams.

“What this tool does uniquely is it takes the depersonalized delivery of benefits and really helps the individual determine how best to get the most out of their benefits,” says Voya’s Andrew Frend.