Tax

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.

At the center is a pledge not to increase rates on those making less than $400,000, and that various changes would only impact earnings above the threshold.

The CARES Act will play a critical role, according to Grant Thornton.

The agency began digging into the massive tax law addressing issues that needed immediate clarification.

Though notorious for being complex, they can be incredibly helpful in the hands of tax professionals who know how to use them.

Like other firms, the bank's asset management unit has turned to an outside partner, 55ip, to give RIAs a tax-smart way to transfer assets into model portfolios.

Whatever the outcome in November, taxpayers and their advisors should prepare for changes, an expert says.

While the contributions aren’t deductible, distributions such as earnings are tax-free to the designated beneficiary if they’re used to pay for qualified disability expenses.

The agency issued guidelines scaling back a tax break for client entertainment, following through on an element of President Trump’s 2017 tax overhaul.