Tax strategies

Businesses eager to see Congress revive expired research and investment tax breaks have reason for optimism that a deal could come together as soon as this month.

From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning.

Financial advisors and tax professionals serving self-employed and other entrepreneurial clients start with a choice between two methods, then make careful calculations.

More working Americans have a health savings account, but many are not using them to their fullest potential.

Key justices suggested the tax, which aimed to collect hundreds of billions of dollars on a one-time basis, wasn't fundamentally different from other levies imposed by Congress over the years.

The case coming before the Supreme Court stems from a 2017 tax law provision that aimed to tax earnings held overseas by big multinational companies.

The Peter Mallouk-led firm isn't done adding to its arsenal in 2023.

The annual IRS announcement could affect certain clients seeking to avoid bumping up against higher rates when they file their federal income taxes.

Two tax experts share the key strategies for financial planners and tax professionals to discuss with clients in the fourth quarter.

Starting next year, clients buying or selling certain qualifying vehicles can immediately slash $7,500 off the cost of a new automobile or $4,000 off a used one.

From practice management to complex strategies, the fourth quarter presents major opportunities for clients to find savings and prepare for the next 12 months.

Beneficiaries and retirement account owners born in 1951 in particular may be in luck.

The number of wealthy Asian Americans is growing. But most RIAs courting them are missing a key approach, according to one firm that is doing it differently.

Financial advisors, CPAs and the available research explain the variety of ways that tying the knot could affect couples' payments to Uncle Sam.

DAF skeptics say the funds are little more than tax loopholes disguised as philanthropy. Not so, says Brad Saft of DonorAdvisedFunds.com.

As college application season begins, advisors can help parents with these two important yet sometimes overlooked financial tools.

The irrevocable instrument has gained popularity among couples but should not be entered into lightly.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.