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How charitably inclined taxpayers can use donor-advised funds and other tax strategies to get ahead of the OBBBA's revised rules on charitable deductions.
October 23
Natixis Investment Managers Solutions -
Video game developers are benefiting from research and development tax credits and recent changes in the rules for deducting R&D expenses.
October 17 -
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 13
Founder -
The optional standard mileage rate for automobiles driven for business will increase 3 cents next year.
December 19 -
Health care advisory experts can secure substantial financial benefits for HNW clients while providing a value-added service for wealth managers and family offices.
December 10
Wellworth -
Although no Republicans voted for the measure two years ago, some of its incentives, such as tax credits for producing hydrogen and capturing carbon dioxide, are very popular with oil companies and other core GOP constituencies.
November 8 -
A model of buying buildings with big carbon footprints, investing in green refurbishments and then increasing rents for higher sale prices is attracting attention of some asset managers in real estate.
October 23 -
Fund managers are betting that nuclear energy, an area traditionally off-bounds for investors with environmental mandates, is set to make a comeback.
September 12 -
Vice President Kamala Harris outlined a raft of populist economic proposals in her first major economic speech since securing the Democratic presidential nomination, including some aimed at lowering housing costs and boosting supply.
August 16 -
Low-interest debt backed by an asset can be good, but high-interest, unsecured credit cards are not; however, reducing high-interest credit card debt should be prioritized.
July 10 -
He owns the home. She pays half the mortgage. Is that fair?
July 3
















