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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
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The Internal Revenue Service pledged to improve taxpayer service this year.
January 23
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Amid the end of pandemic credits and investment losses, filing a federal return this year has sobering moments.
January 17
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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
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The new year brings a new tax season and the opportunity to advise clients on ways to save money on their taxes.
January 5
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From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
December 6
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More tax savings means happier clients and potentially wealthier financial advisors.
December 1
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Donor-advised funds are under scrutiny for providing a tax break but not funneling money to charities.
November 23
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Taking the prize in annual installments over 29 years, rather than all upfront, dramatically increases the windfall. Lottery victors with seven-figure winnings can also reduce their tax bill.
November 8
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The flow of money from private foundations to donor-advised funds has jumped substantially in recent years, highlighting the increasing use of a controversial loophole in charitable law, a new audit shows.
October 28
