Tax strategies

Relationships between a wealth management company and a law firm soured and spilled into a Quebec court.

The 2023 season just opened, but you should still plan now for next year.

Amid the end of pandemic credits and investment losses, filing a federal return this year has sobering moments.

SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.

The new year brings a new tax season and the opportunity to advise clients on ways to save money on their taxes.

The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.

An academic paper challenges the entrenched message that America faces a retirement crisis.

If the program ultimately moves forward, tax professionals should know about the rules when advising their clients.

The large gift to charity would have helped reduce what Musk has described as the biggest tax bill in US history.

Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.