Tax strategies

Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.

The nation's tax collector decided that it won't tax state rebates and refunds issued last year, just one week after telling taxpayers to hold off on submitting a federal return.

A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.

Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.

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.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.

With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.

Donor-advised funds are under scrutiny for providing a tax break but not funneling money to charities.

The agency aims to hire scores of auditors, but there's a nationwide shortage of accountants.

Thanks to the Affordable Care Act, single, non-dependent children are able to fund their own HSAs with the full family maximum contribution limit.