Income taxes

Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.

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.

Four forms in particular contain insights to a client's financial life and how to serve them better. We explain them here.

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.

Once primarily an issue for Democrats, GOP gains in New York have made the deduction an issue for them, too.

Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.

The 2023 season just opened, but you should still plan now for next year.

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.

The Internal Revenue Service pledged to improve taxpayer service this year.

Amid the end of pandemic credits and investment losses, filing a federal return this year has sobering moments.