Income taxes

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.

Under Biden’s plan, the tax would apply to households worth more than $100 million who do not already pay 20% tax on their “full income."

The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.

With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.

Rich investors with sizable business losses are caught in pandemic tax hell amid IRS delays.

Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.

Gift tax returns and the wealth transfer strategies they reflect don’t face the same IRS logjams as individual returns.