Tax rates

Trusts aren’t just for the .01%, as some advisors sell mass affluent and high-net-worth clients on their tax benefits.

The near doubling of the capital gains tax rate would have a large impact on the net profit from any sale of any capital asset.

Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.

The proposed changes are worrying investors and their tax advisors, especially the possibility of making them retroactive.

Some world’s wealthiest individuals paid little to no federal income taxes, IRS records show.

Uncertainty around coming tax changes and the coronavirus pandemic are making it harder for tax pros to plan.

Signs are mounting that anxiety among congressional Democrats will significantly temper any increases that manage to pass Congress.

If Biden’s proposal is enacted, Nir Kaissar writes many investors will dump their funds to avoid paying a higher tax down the road.

A proposal is expected as early as next week as part of the administration's tax increases to fund social spending in the forthcoming “American Families Plan.”

As Congress considers Biden’s $2.25 trillion spending and tax proposal, party members are being explicit with their constituents about how much it’ll cost them.