Tax regulations

A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.

Confusion among affluent taxpayers could lead to new ways to help clients.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

The strategy raises tricky tax reporting and regulatory questions.