Tax strategies

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.

As we enter the beginning of 2025, bonus depreciation continues to leverage down as more portions of the Tax Cuts and Jobs Act expire.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.

Consider this host of strategies to help clients keep more of what they earn.

Several effective, tax-efficient strategies are available to those who take the time to be strategic and do their homework to maximize their generosity.

The essential IRS rules regarding the downsides — and potential benefits — of earning extra cash on the side.

The long efforts to put in place the enforcement mechanisms to attack syndicated conservation easements appear to at last be finalized.

Court decisions have opened up a whole new world of tax worries for college student athletes.

The incoming GOP majorities in the House and Senate mean Trump can enact a tax bill without making concessions to Democrats.