Tax

Many advisors expressed optimism that tariff-induced volatility was calming, but others said they are concerned about the long-term effects of the so-called Big Beautiful Bill.

The IRS is warning tax professionals about a host of new and resurgent fraud schemes.

A provision in Trump's tax and budget law gives seniors 65 and older a new deduction that offsets Social Security taxes for most retirees. While it helps many keep more money, it also accelerates the program's insolvency.

Wall Street's latest tax-smart ETF is engineered to turn a publicly traded fund into a tax-minimizing machine.

Business investors and wealthy Americans are among the biggest winners. Those hit the hardest include elite universities, who face new levies, and immigrants.

Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.

The deal to buy Natixis' overlay management services comes amid a general push by the St. Louis-based firm to broaden its appeal to HNW clients.

President Donald Trump's multitrillion-dollar tax and spending package moved closer to reality after it passed the Senate.

The Senate narrowly approved President Trump's tax bill after Vice President JD Vance cast a tie-breaking vote following no votes from three Republican senators.

Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.

From an accountant's perspective, the trade deficit isn't a sign of economic weakness. As with any financial flow, there are two sides to the ledger.

The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the tax complexity of the looming shift.

Despite health savings accounts being highly tax-advantaged, most savers do not fully utilize their unique benefits, new data from the Employee Benefit Research Institute shows.

A group of tax organizations, including the NATP and NAEA, hopes to preserve the core tax functions relied on by tax professionals despite cutbacks at the IRS.

The prospect of prolonged talks with holdouts threatens Senate Majority Leader John Thune's goal of passing President Trump's tax-cut legislation by July 4.

While the advantages to the parents often receive the most attention, a summer job could pay literal dividends to the children, experts say.

Daffy's campaign toolkit upgrade aims to boost donations via social functions: "People are inspired to give when they see others step up," said CEO Adam Nash.

The sale of federal land would provide billions of dollars to help pay for the massive package of tax cuts in the Senate's version of the bill.

Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.

By far the most significant factor behind the jump in this month's Financial Advisor Confidence Outlook (FACO) was the outlook for the overall economy.