Tax strategies

Residential property owners are the most likely to be impacted by proposed changes in the administration’s American Families Plan.

Many RIAs can qualify for this lucrative benefit. Here’s what you need to know this tax filing season.

A new initiative called Operation Hidden Treasure is only the latest in the service’s approach.

Permanent life insurance has a bad reputation. Here’s what financial advisors think about its potential for retirement planning if taxes rise under Biden.

Concerned that tax rates and IRS bills may rise under Biden, wary advisors note that Roth plans are not just for younger investors.

The Internal Revenue Service responded Tuesday to calls for extending more tax deadlines by giving taxpayers until May 17 to make IRA and HSA contributions and file some refund claims.

With the passage of so much tax legislation over the past several years, there is tremendous opportunity for savings and planning.

Advisors are urging clients to make tax-planning moves this year to preserve the preferential capital gains rate and turbocharge business deductions.

Guidance from the IRS can be confusing, explains Bloomberg’s Alexis Leondis.

“We need to study just what impact it’s had,” the Treasury secretary said during a House Financial Services Committee hearing Tuesday.