Tax

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

Johnson said the massive bill would address issues such as border security, including money for the mass deportations of undocumented immigrants; and an extension of the 2017 Trump tax cuts.

The president-elect announced a Treasury leadership team, including Kies, Samantha Schwab, Cora Alvi, Alexandra Preate and Hunter McMaster.

The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.

The No. 1 state effectively charges 1.88% on the value of a residence, according to a realty firm's analysis of a frequent and growing concern among clients.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

The SECURE 2.0 Act contained changes to traditional and Roth individual retirement accounts and 401(k) plans that are being phased in over several years.

Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.