Tax

Tax policy for the next two years, and therefore tax planning strategies, may be determined in Georgia early next year.

While Trump’s administration could slow down transition efforts by disputing election results, big U.S. companies are moving on.

The president-elect's pledge to repeal President Trump‘s tax cuts as soon as he is inaugurated may be stymied for the foreseeable future.

With a divided government, some proposals are bound to change as part of the give-and-take of the legislative process, writes Skip Schweiss.

Big changes to regulations and retirement planning could be in the mix following the Democrat’s election victory.

Regardless of who wins the White House, the scope for tax legislation in the near term will be limited.

With vast numbers of clients working outside the office, practitioners are advising care.

What different outcomes could mean for financial planners and their clients.

With a strong Democratic presidential contender, the risk of both estate and gift hikes beginning as early as 2021 is palpable.

The legislation would encourage saving earlier by enrolling employees automatically in their company’s 401(k) plan, whenever a new plan is created.

Fees among the leaders range from as little as two basis points to as high as 125 basis points.

Many taxpayers want to pay less themselves — but want others to pay more.

An estimated 9 million people haven't yet received Economic Impact Payments provided under the CARES Act.

The Secure Act’s “RMD hall pass” for surviving beneficiaries requires deft maneuvering to deal with long-term concerns.

There’s a significant opportunity for advisors to help their non-business clients, earn some new ones — and it can be taken advantage of right now.

The thresholds will all rise, according to the IRS.

The agency announced changes to more than 60 tax provisions.

While it may seem that there is a high barrier for entry, there are many resources available for advisors who deal with financial services abroad.

The agency finalized plans to stop the temporary procedures for Forms 1045 and 1139.

Some cash-strapped clients with high medical costs could really benefit from making this move.