Tax strategies

The focus is supposed to be on the wealthy and corporations, since they're the ones who account for the majority of tax misconduct, but what does that mean exactly?

Affluent clients can use wealth and retirement strategies to blunt the impact of the administration’s proposals, which include a higher capital gains rate.

The tax-focused wealth manager’s parent disclosed lower first-quarter earnings after an eventful period marked by a proxy fight and a reported acquisition offer.

Bizarrely, the administration’s plan targets two loopholes that pass-throughs often use to lower their tax bills, says Bloomberg's Alexis Leondis.

Some former IRS officials say it will take several years to produce significant results.

Having had higher income in previous years may prevent a taxpayer from receiving a stimulus payment now, writes Jeffrey Levine.

Here’s what managers at some of the largest firms have been discussing and say should be top of mind in the months ahead.

The administration's proposal for the capital-gains tax rate is in part a throwback to the Reagan years, an expert says.

A version of the administration's plan to close the step-up in basis loophole was floated by President Obama in 2015, but it died in a Republican-controlled Congress.

The new rate, up from the current 37%, would encompass less than 1% of taxpayers, a White House official said.