Income taxes

Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.

Outperformance has been driven in part by a push among investors to cut their tax bills after new limits were set on state and local deductions.

The tax law has made deducting philanthropic contributions more difficult, but there are ways to help clients reap benefits from their generosity.

It’s not just clients in high-tax states buying up muni bonds.

Changing filing statuses and maxing out deductible contributions to IRAs and HSAs are some ways clients received bigger reimbursements.

The Pension Benefit Guaranty Corp. is facing a $54 billion deficit for insuring multiemployer plans in unionized industries, says the GAO report.

“The more ties you cut, the better — auditors like to see a moving van and an itemized list of what was moved,” one lawyer says.

Some clients may experience a taxable event that pushes them into a higher tax bracket.

The impact of the 35-day partial government shutdown could delay the process this year.

Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know.

For example, taxpayers should not panic about the new cap on state and local tax deductions.

At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.

The biggest QCD question is whether it will be effective for a check not cashed by year’s end?

There has been a robust increase in employers' registration since the program started last year, data shows.

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.

Advisors take note: DAFs remain the fastest-growing charitable giving vehicle.

From working with children to spreading financial literacy, here’s how advisors are donating their time and money this holiday season.

The business of supporting charitable giving has never been so profitable.

Someone who starts saving from age 20 can sock away 90% less per month than someone who gets a later start at age 50 and still build the the same size of portfolio.