Tax

Wall Street doesn’t think corporate America will have a hard time coming up with those employee bonuses that were promised after taxes were slashed.

The estate of Michael Jackson looks to have escaped a possibly hefty penalty for allegedly undervaluing the late singer’s assets.

“We’ve had tons and tons of interest from clients," one expert says.

Regulatory changes that ended popular deductions could prompt homeowners in high-tax states to consider relocating, a survey finds.

Local jurisdictions in high-tax states are grappling with changes and headaches from the tax overhaul.

“The discussions we’re having now are, ‘Call your municipality and try to establish what your liability is. Call your mortgage holder,’” an advisor said.

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

The Form N-PORT compliance era official begins in the second quarter of 2018.

What the next generation of tech innovation means for planners.

Financial planners report wide demand to learn how to exploit changes in the tax code.

If clients miss an RMD, they will be subject to a penalty equal to half the amount they should have taken, and they'll still owe ordinary income taxes on distributions.

Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.

Geography, occupation and family size will determine whether the bill helps or hurts.

“My clients are hard-working young professionals on Wall Street. I don’t have a lot of good news for them,” said Douglas Boneparth, an advisor in New York who counsels people throughout the industry.

When giving cash gifts to grandchildren this holiday season, clients have options that can also help minimize their estate taxes in the future.

The proposal includes changes in everything from the corporate tax rate to Obamacare.

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.

The revised GOP tax bill lets investors keep the flexibility to sell whichever shares they want.

The right strategy can help minimize their future estate taxes.

Advisors have gotten caught in the crossfire: politicians have errantly assumed that 100% of advisory firm earnings are wage compensation .