Industries

The OZ tax benefit for capital gains will still apply in 2027, but the original rule has an advantage worth weighing.

The rollout of New York's pied-à-terre tax can proceed for now after an appeals court temporarily put a hold on a Staten Island judge's order blocking the plan.

New York City's new pied-à-terre tax is prompting financial advisors to help wealthy clients reassess their options, from residency status to estate plans.

Millennial and Gen Z Americans aren't investing in homes the same way as previous generations: The National Association of Realtors found the median age of first-time buyers last year was 40, an all time high. Here's what wealth advisors need to know.

The One Big Beautiful Bill Act left depreciation recapture rules unchanged for income-producing properties, complicating the tax situation for real estate investors.

Ameryn Seibold was tasked with manipulating the Excel data that the subprime auto lender regularly sent to its financiers.

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.

Video game developers are benefiting from research and development tax credits and recent changes in the rules for deducting R&D expenses.

The Treasury and the IRS issued guidance on qualified OZ investments in rural areas under the One Big Beautiful Bill Act.

Investors have several different types of real estate funds to consider, but the elements that make a good investment remain consistent.

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.

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.

The Trump administration's big tax legislation has plenty for the real estate industry to like, says an expert from Baker Tilly.

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.

The Trump administration tightened long-standing eligibility requirements for clean energy tax credits.

The president's signature tax law allows a long-standing business deduction for the cost of food provided to employees to expire.

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.

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.

The optional standard mileage rate for automobiles driven for business will increase 3 cents next year.

Health care advisory experts can secure substantial financial benefits for HNW clients while providing a value-added service for wealth managers and family offices.