Tax

Wealthy Americans and business investors are among the big winners while targets of Trump's ire such as immigrants and elite universities were hammered.

A comprehensive but digestible look at the product of months of negotiations.

A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

The May Financial Advisor Confidence Outlook survey shows that instability, especially around tariffs, continues to weigh heavily on the minds of advisors and their clients.

The Internal Revenue Service announced the inflation-adjusted amounts for health savings accounts in 2026.

The Internal Revenue Service has been conducting "sweeps" in recent years to uncover cases where high-income people have not been filing taxes.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

Critics have called for an overhaul of the confusing rules that they argue often leave investors paying taxes in the wake of falling into fraudsters' traps.

President Donald Trump's back-and-forth tariff plays have some advisors worried they are ill equipped to handle more swings, per new Financial Planning data.