Tax

Finding the right time to launch a registered investment advisory firm and the importance of building lasting client connections all play into advisor success.

Senate Republican Leader John Thune has been a vocal critic of the 40% estate tax paid by the wealthiest U.S. individuals when they die.

One sector that the bill is particularly positive for is real estate, experts say.

The dome of the U.S. Capitol Building in Washington, D.C., is reflected upside down in a puddle outside of the structure

Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.

Expanded 529 plans and pass-through deductions are a boon for the wealth management industry, but the sweeping tax bill comes with its challenges.

The Trump administration is changing many prior policies, but supporters of this proposal are calling for further action to protect the complex tax savings maneuver.

When a company considers adding new jobs or making new investments, many state and local authorities offer tax incentives to support that growth.

At the heart of the concern is a tax dynamic that exchange-traded funds were built to avoid.

Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say there's more work to be done around client education on the underappreciated tool.

It would extend Trump's first-term tax cuts due to expire Dec. 31, along with new tax relief including raising the limit on deducting state and local taxes.

The equity strategy's tax-loss harvesting component can scratch a client's itch to do something amid sell-offs while staying fully invested.

The increasingly popular Section 351 process offers many low-basis investment portfolios an exit ramp — without incurring any capital gains.

Lack of awareness, fear of mistakes and penalties, and the cost of filing are preventing many families from claiming millions of dollars in tax credits.

The bill would levy a 5% tax on remittances for noncitizens and foreign nationals, on top of a roughly 5% to 10% fee already charged on the payments.

By agreeing to share taxpayer data at all, the Internal Revenue Service is taking an unprecedented step that breaks with longstanding assurances.

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.