Tax strategies

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

Scammers are notorious for stealing social security numbers to file fake returns, an expert warns.

One approach to determine a retirement withdrawal rate is to set a fixed percentage of their portfolio every year, says an expert. But there are other strategies, as well.

IRS data provides all the information needed to figure out the answer.

The impact of the 35-day partial government shutdown could delay the process this year.

This $1.5 trillion dilemma doesn’t discriminate.

The proposed regulations also provide guidance for taxpayers who hold interests in regulated investment companies.

There are still dozens of questions about how the tax break applies.

The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.