Tax

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

Billy Long served as a representative from Missouri from 2011 to 2023. 

Financial planner Rory Henry and contributors compile a guide to the skills, services and larger changes needed at CPA firms to branch into the field.

The essential IRS rules regarding the downsides — and potential benefits — of earning extra cash on the side.

The long efforts to put in place the enforcement mechanisms to attack syndicated conservation easements appear to at last be finalized.

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

Court decisions have opened up a whole new world of tax worries for college student athletes.

States that do not assess the major taxes are more competitive than states with complex taxes with high rates.

President-elect Donald Trump is bringing numerous changes to wealth management with his return to the White House, from the Tax Cuts and Jobs Act to Social Security.

The IRS introduced changes to certain contribution limits to 401(k) and retirement plans for 2025, while some limits will remain the same.