Tax planning

It’s a pretty safe bet that all those in the rarefied strata hold at least some municipal bonds.

The agency has reprogrammed its systems to process three benefits most likely to be claimed on returns this season.

The 110-year-old wealth management firm intends to expand its tax-planning services through more acquisitions.

Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.

The paperwork will be designed like the Form 1040EZ, the shortest federal income tax form.

The CEO of the firm’s parent says it expects to trim hundreds more advisors from its ranks over coming months.

The president reportedly feels strongly that state and local taxes should be applied to online purchases.

The right strategy can put them “in the 0% tax bracket,” an expert writes.

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

Battles will ensue over the Trump tax plan’s treatment of payments to former spouses.

Although smaller companies could be volatile, those that pay dividends tend to be more mature and profitable.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

Homebuyers are most likely to slow their purchases or stay on course if mortgage rates rise above a certain benchmark, but some could act more quickly or drop out.

After stellar performance in a hectic decade, advisors home in on these funds.

The law has numerous income tax consequences for individuals and businesses.

As long as their earnings won't exceed the limit set by the Social Security Administration, they will not lose their benefits.

Claiming above-the-line tax write-offs doubles the standard deduction.

What some clients tried to claim on their tax returns shows they often don't know much about accounting.

The products exceeded their previous monthly flows record by nearly 30%.