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The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.
November 16 -
Commissioner Danny Werfel and Taxpayer Advocate Erin Collins discussed the enhancements the IRS has been making thanks to the additional billions of dollars of funding.
November 14 -
The service announced its annual inflation adjustments, including increases in the standard deduction and changes in tax brackets.
November 9 -
A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?
August 30 -
Even with the savings, an Austin move can be complicated by differences in earnings potential and heightened property taxes.
July 31 -
Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.
June 16RBC Wealth Management -
Portland, Oregon, may penalize higher earners more than any other large U.S. city, according to a new report.
June 2 -
Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.
May 8 -
While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.
April 16 -
Four forms in particular contain insights to a client's financial life and how to serve them better. We explain them here.
April 14