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The Treasury and the IRS issued guidance on qualified OZ investments in rural areas under the One Big Beautiful Bill Act.
September 30 -
Investors have several different types of real estate funds to consider, but the elements that make a good investment remain consistent.
September 26 -
The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.
September 18 -
The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.
September 17 -
The Trump administration's big tax legislation has plenty for the real estate industry to like, says an expert from Baker Tilly.
August 28 -
The Internal Revenue Service issued answers to frequently asked questions about the soon-to-expire tax credits for solar and wind power and electric vehicles.
August 21 -
The Trump administration tightened long-standing eligibility requirements for clean energy tax credits.
August 15 -
The president's signature tax law allows a long-standing business deduction for the cost of food provided to employees to expire.
July 14 -
Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.
April 29 -
Financial planners don't need to be real estate experts to provide meaningful guidance to home-selling clients while demonstrating the value of holistic advice.
February 13Founder