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The Internal Revenue Service is projected to lose more than $313 billion over a decade as undocumented workers are poised to pay fewer taxes.
April 11 -
Donor-advised funds are continuing to grow while enjoying substantial tax deductions -- even as many contributions go to other DAFs.
April 7 -
A sizable increase to the current $10,000 limit on SALT write-offs would represent a major victory for a crucial group of swing-district House Republicans.
April 2 -
A change to Social Security will impact millions of beneficiaries. Here's what financial advisors need to know.
March 4 -
The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.
March 3 -
President Donald Trump outlined his tax priorities in a meeting with Republican lawmakers, including expanding the state and local tax deduction.
February 7 -
The mood in markets and the financial situation are starkly different from 2017, when Trump and congressional Republicans passed a deficit-expanding tax cut.
January 17 -
With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.
November 6BNY Pennsylvania and BNY Wealth -
The Internal Revenue Service issued its annual inflation adjustments for tax year 2025, including changes in the standard deduction, marginal rates, tax credits and more.
October 22 -
Middle-class residents in these states pay a smaller percentage of their paychecks to taxes.
June 25