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From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.
April 12 -
Once primarily an issue for Democrats, GOP gains in New York have made the deduction an issue for them, too.
April 6 -
Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.
February 28 -
The 2023 season just opened, but you should still plan now for next year.
January 24 -
A chief counsel memo says taxpayers who want to claim tax deductions for donating cryptocurrency need to first receive a "qualified appraisal" if the amount exceeds $5,000.
January 23 -
The Internal Revenue Service pledged to improve taxpayer service this year.
January 23 -
Amid the end of pandemic credits and investment losses, filing a federal return this year has sobering moments.
January 17 -
Thomas Pacilio admitted that he hid more than $1 million in proceeds over four years from the sale of his practice to RSM Wealth.
January 10 -
The new year brings a new tax season and the opportunity to advise clients on ways to save money on their taxes.
January 5 -
From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
December 6