Tax

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

The IRS kicked off tax season facing a hiring freeze imposed by President Trump in an executive order and uncertainty over $20 billion in budget cuts.

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

Whether by partnering with outside professionals or gaining additional certifications or qualifications, advisors have been adding guidance on insurance, health care, taxes, estate planning and more.

Insurance, emergency savings and estate planning documents are among the topics advisors should consider reviewing with clients.

If we establish a Bitcoin reserve, the U.S. taxpayer loses and the wealthiest Bitcoin holders win.

President Trump signed a series of executive orders after his inauguration, including a hiring freeze for federal government workers, particularly at the IRS.

As we enter the beginning of 2025, bonus depreciation continues to leverage down as more portions of the Tax Cuts and Jobs Act expire.