-
Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.
December 13 -
From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
December 6 -
More tax savings means happier clients and potentially wealthier financial advisors.
December 1 -
With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.
November 27 -
You can't use a loss to offset gains if you're not able to take a loss because you can't access the exchange.
November 18 -
The flow of money from private foundations to donor-advised funds has jumped substantially in recent years, highlighting the increasing use of a controversial loophole in charitable law, a new audit shows.
October 28 -
A lucrative deduction for luxury vehicles used at least half the time for business will start tapering come 2023.
October 25 -
But success depends on the outcome of the November midterm election, with a resounding win for one party likely inhibiting any compromise before a new Congress swings into action.
October 18 -
A look inside some of the green energy and energy-efficiency provisions of the new legislation, and what they'll mean going forward.
September 12 -
The Empire State is expanding a tax break that allows smaller companies to circumvent the $10,000 limit on state and local tax deductions.
August 19