Tax

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.

The One Big Beautiful Bill Act makes the opportunity zone program permanent and also introduces some changes in the real estate investor tax breaks.

Wealthy taxpayers in high-tax states like California, New York and New Jersey are the biggest winners, as are workers who collect tips or overtime, and seniors.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

A new report from Cerulli notes big differentiating factors for firms that specialize in working with clients with $20 million or more to invest.

As deadlines loom, firms juggle tax-driven client work with retreats, reflection and recalibrating the business for 2026.

Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.

The release coincides with a $6.25 billion donation from Michael Dell and his wife to kickstart the savings program.

When a client's insurance needs change, the opportunity to sell their life policies to outside buyers should not be overlooked.

When it comes to retirement planning, financial advisors are always looking for an edge. Could these strategies get them there?

The initiative from the president's tax law has drawn support from corporate and financial leaders.

A tweak to the deductibility of gambling losses may not bring in a lot of tax revenue, but it could certainly alter a lot of wagers next year.

In Notice 2025-69, the IRS and the Treasury offer clarifications and examples of how to claim the One Big Beautiful Bill Act deductions.

Generation Z is favoring Roth accounts like no generation before, new Fidelity research shows. Here's why younger investors are betting on post-tax retirement savings.

The integration eliminates the need for a third-party intermediary between the two platforms, allowing for a direct connection between financial planning and tax, estate and insurance data.

Quant firm Dimensional Fund Advisors has received formal approval to adopt a fund structure that for two decades has been used exclusively by Vanguard.

Borrowers who receive discharges of their student debt under the Income-Driven Repayment program could be facing tax bills as high as $10,000 next year.

The Internal Revenue Service increased the annual retirement plan contribution limits for 2026 thanks to cost-of-living adjustments for inflation.

The higher standard deduction since 2017 has dramatically reduced itemization. But the new law provides incentive for teachers to consider whether that's feasible.

Political instability and other pressures are feeding some clients' portfolio fears, advisors say in this month's Financial Advisor Confidence Outlook.