Income taxes

Many see Social Security reform as needed but question remedies put forward by Rep. Angie Craig and others in Congress.

The Empire State is expanding a tax break that allows smaller companies to circumvent the $10,000 limit on state and local tax deductions.

DAFs have been receiving more than half their contributions from complex assets such as shares of public and private companies, real estate and cryptocurrency in the past five years.

Senator Joe Manchin and Majority Leader Chuck Schumer have struck a deal on a tax, energy and climate bill, breaking a deadlock on the Democrats’ long-sought legislation to enact major parts of President Joe Biden’s agenda.

The guidelines can help planners with charitably minded clients steer clear of compliance thickets and run-ins with the IRS.

Workers in the U.S. who are increasingly job-hopping these days risk making one of the biggest financial mistakes out there.

While the chances of scrutiny are relatively low, these issues can put a wealthy taxpayer on the agency’s radar.

There are steps you can take year-round, to help keep your clients’ personal data safe.

Even if they dislike digital assets, wealth planners have a fiduciary duty to understand their confusing and murky tax treatment.

April and Column Tax are among the startups capitalizing on the idea that taxes are part of a person’s financial life and banks are most suited to help with tax preparation and filing.