Tax

Research shows that many investors fear policy changes could hurt their retirements, but these concerns often go unspoken with financial advisors, creating a planning gap.

Many business owners wind up regretting how they exit from their ownership. That's why experts say financial advisors should ramp up their planning for it.

While Republican-led states are mostly adopting the various tax changes from the One Big Beautiful Bill Act, some states led by Democrats are refusing to go along.

At the T3 Conference, leaders discussed how showcasing the value of the new tools can help advisors connect with clients.

Questions this season reflect confusion about 1099 income, new OBBBA deductions and retirement considerations, according to data from online expert platform JustAnswer.

The new IRS Tax Withholding Estimator accounts for changes to tax credits and deductions introduced by the One Big Beautiful Bill Act.

The Internal Revenue Service has released its annual list of the 12 most dangerous tax scams, including a new long-term capital gains credit scam, bad advice on social media, and more.

What are taxpayers currently asking their preparers?

After an optimistic start to the year, financial advisors' confidence in the economy and other key indicators fell sharply in March as the United States escalated its bombing campaign in Iran.

The members of the "Patriotic Millionaires," who include a Disney heiress, argue that rich residents can afford paying more into city coffers.

The pilot program for the new Trump accounts will deposit $1,000 into the accounts of children born between 2025 and 2028.

New Tax Foundation research reveals which households and regions gain most from President Donald Trump's One Big Beautiful Bill Act.

The dispute highlights how control over assets in increasingly popular DAFs can become contested — and what that could mean for advisors and their clients.

The new Schedule 1-A and updated instructions enable taxpayers to claim the new tax breaks for tips, overtime, car loans and senior citizens for tax year 2025.

Small oversights when drafting a trust can snowball into major headaches for clients and their heirs. Here's how advisors can help.

The 6-3 Supreme Court ruling against one of President Donald Trump's signature economic policies was consequential, but experts say volatility is unlikely to be over.

A new bipartisan bill would exempt retroactive Social Security payments from federal taxes, easing a surprise financial burden for millions of retirees.

In a blow to the President's economic agenda, the high court said the trade barriers could not stand.

If you have business clients who are considering changing their LLCs or C corporations into S corporations, now is a great time to discuss the pitfalls.

SyntheticFi co-founder Joseph Wang says his firm's investment and trading technology makes an options strategy long embraced by hedge funds more accessible to advisors and their clients.