Tax

Trump needs as much revenue as he can get as Republicans in Congress work to iron out a plan to extend the 2017 tax cuts that are due to expire later this year.

The threatened layoffs appeared to be underway Thursday, with estimates of between 6,000 and 7,000 employees being fired in the middle of tax-filing season.

One of the marquee annual events of the wealth management industry, the Technology Tools for Today (T3) Conference is scheduled for March in Dallas.

The pace of natural disasters seems to be accelerating, prompting taxpayers and preparers to search for ways to deduct catastrophic losses.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.

Bessent said the Internal Revenue Service would be largely spared from DOGE's cost-cutting — at least until after the April 15 filing deadline.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

President Donald Trump outlined his tax priorities in a meeting with Republican lawmakers, including expanding the state and local tax deduction.

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology integrations.

Young athletes are raking in as much as several millions of dollars a year, but the nascent legalized pay for student-athletes needs reforms, a new study said.