Tax

A limited federal tax credit, an above-the-line deduction for non-itemizers and restrictions on those of itemizers represent three of the biggest shifts under the new law.

A significant proportion of people are following financial advice given to them by AI models, and many reported losing $100 or more.

College athletes with name, image and likeness contracts present unique opportunities — and responsibilities — for wealth managers.

Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.

Lawmakers introduced two pieces of legislation to completely eliminate taxes on Social Security benefits and extend the premium tax credits for health insurance for one year

The IRS posted guidance just in the nick of time for some taxpayers on the treatment of research and experimentation expenses under the new tax law.

Winning the Powerball jackpot may be unlikely, but clients experience unexpected windfalls every day.

The Internal Revenue Service has provided guidance on how to deal with the restoration of full expensing of research and development costs under the One Big Beautiful Bill Act.

From aggressive tax strategies to early retirement, well-intentioned decisions can unintentionally reduce Social Security benefits. Advisors highlight four major pitfalls that can impact clients' retirement income.

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