-
The higher standard deduction since 2017 has dramatically reduced itemization. But the new law provides incentive for teachers to consider whether that's feasible.
November 12 -
Voters in 20 states will be asked to weigh in on ballot referendums and measures concerning an estimated total of $3.1 billion in potential tax hikes.
October 30 -
The One Big Beautiful Bill Act will boost the number of filers who must calculate their AMT. But that doesn't mean they're all going to have to pay it.
October 20 -
Starting next year, more households will need to calculate or pay the AMT. The rules are complicated. Here's how financial advisors can prepare themselves — and clients — for the changes.
October 20 -
The massive law filled in some important answers for financial advisors and tax pros' many questions coming into the year. Here's a roundup of FP's coverage.
October 3 -
It's time to revisit the $10,000 cap considering a new $40,000 limitation under the OBBBA.
September 30
University of Colorado Boulder -
The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.
August 25 -
A new study predicts the One Big Beautiful Bill Act will reduce federal taxes on average for individual taxpayers in every state, but the impact will differ.
August 13 -
The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.
July 30 -
Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.
July 3 -
Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.
May 29 -
When a company considers adding new jobs or making new investments, many state and local authorities offer tax incentives to support that growth.
May 28
McGuire Sponsel -
The headache of filing dozens of state or international returns due to the so-called jock tax comes with opportunities to tap into savings, experts say.
April 23 -
Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.
March 24 -
Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.
March 4 -
President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.
March 4 -
Every state levies property taxes, but some states have high or complex property tax structures, making them less competitive.
January 7 -
The No. 1 state effectively charges 1.88% on the value of a residence, according to a realty firm's analysis of a frequent and growing concern among clients.
December 30 -
From those with no corporate tax at all, to those that tax everything they can — a guide to most and least competitive states when it comes to taxing businesses.
December 12 -
States that do not assess the major taxes are more competitive than states with complex taxes with high rates.
December 2

















