Tax strategies

Despite lofty markets, offering a “lazy” portfolio may doom a number of ill-prepared planners in the coming year, our columnist warns.

A deep dive into all the critical questions, strategies and tax planning moves for clients and their university-bound children.

The worst fiscal crisis in decades is pitting U.S. states against one another over billions in taxes from residents working from home.

The program should do more to help the economy adapt to post-virus realities, writes economist Michael R. Strain.

Some advisors say they’re busier than ever in the last weeks of 2020.

Here are some obvious and not-so-obvious year-end tax tips to consider as we prepare ourselves and our clients for the new year.

The potential for higher rates in 2021 is real, but exactly what the rate would be, and who would pay those rates, is far from certain.

It's typically advised to shift income into the future to reduce tax bills for the current year. But experts say that may not be the best approach.

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.

The firm’s investment management division is bringing 55ip under its roof just two months since launching a partnership with the fintech firm.