Income taxes

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.

The National Taxpayer Advocate's annual report to Congress sounded alarm bells as millions gear up to file their federal returns.

Democrat-leaning states argue that the $10,000 SALT cap deduction is politically motivated and violates the U.S. Constitution.

Inflation and higher wages can push earners up a tax bracket, while unchanged deductions can spark bigger tax bills.