Tax

IRS data provides all the information needed to figure out the answer.

The impact of the 35-day partial government shutdown could delay the process this year.

This $1.5 trillion dilemma doesn’t discriminate.

Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.

The proposed regulations also provide guidance for taxpayers who hold interests in regulated investment companies.

There are still dozens of questions about how the tax break applies.

The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.

A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.

Being a homeowner may not be the most cost efficient move in some areas.

Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

The tax increases stem from lawmakers' failure to index the taxation on inflation, according to one expert.

Clients who intend to file as soon as they receive their W-2s are advised to start gathering their documents.

Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know.

For example, taxpayers should not panic about the new cap on state and local tax deductions.

Helping clients understand casualty loss rules following an unexpected tragedy.

At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

They are advised to take the mandatory distribution days before the deadline to ensure that they get their withdrawal processed in time.

Year-end tax planning may be at the root of the combined $1.8 billion in outflows, an expert says.