Tax strategies

The requirement, buried in the $1 trillion infrastructure law passed last year, mirrors one for brokerages and has flown under the radar.

“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers.

A new bill taking shape in Congress is full of popular ideas and backed by both parties. But some experts say it doesn’t go far enough.

Nobody likes investment losses, but they do have an upside.

The SECURE Act is unclear about whether some inherited retirement accounts have to be emptied out in 10 years or five.

When the tax agency said annual withdrawals would be required before an account is drained by year 10, it created a firestorm. Here's what's happening now.

The new law requires digital apps and online marketplaces to send a tax form to both the IRS and a recipient who receives $600 or more a year in online payments.

Proposed regulations provide the best window into the IRS’s current thinking on a variety of issues to date.

Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.

Grantor-retained annuity trusts thrive in a volatile stock market. Here are the lucrative tax reasons.

With the White House’s proposed Build Back Better legislation and its impact on taxes in limbo, advisors have time to implement key tax planning techniques.

The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.

How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.

With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.

There may be a silver lining for crypto investors selling at huge losses during the recent market turmoil.

Understanding how gifted money will impact the student’s FASFA is critical.

The ability to deduct the full value of the stock and avoid capital gains taxes is lesser-known by rich investors and many advisors.

'Planning has been put on hold, because no one knows what the rules of the game are,' says one accounting firm partner.

Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.

Democrats’ tax bill would slash in half the tax benefits of founder stock, but a potential workaround exists.