Tax

The members of the "Patriotic Millionaires," who include a Disney heiress, argue that rich residents can afford paying more into city coffers.

The pilot program for the new Trump accounts will deposit $1,000 into the accounts of children born between 2025 and 2028.

New Tax Foundation research reveals which households and regions gain most from President Donald Trump's One Big Beautiful Bill Act.

The dispute highlights how control over assets in increasingly popular DAFs can become contested — and what that could mean for advisors and their clients.

The new Schedule 1-A and updated instructions enable taxpayers to claim the new tax breaks for tips, overtime, car loans and senior citizens for tax year 2025.

Small oversights when drafting a trust can snowball into major headaches for clients and their heirs. Here's how advisors can help.

The 6-3 Supreme Court ruling against one of President Donald Trump's signature economic policies was consequential, but experts say volatility is unlikely to be over.

A new bipartisan bill would exempt retroactive Social Security payments from federal taxes, easing a surprise financial burden for millions of retirees.

In a blow to the President's economic agenda, the high court said the trade barriers could not stand.

If you have business clients who are considering changing their LLCs or C corporations into S corporations, now is a great time to discuss the pitfalls.

SyntheticFi co-founder Joseph Wang says his firm's investment and trading technology makes an options strategy long embraced by hedge funds more accessible to advisors and their clients.

New proposals in seven states could soon subject over half of all U.S. millionaires to targeted high-earner tax rates.

Donor-advised funds should be temporary vessels, not permanent endowments. Here's how financial advisors can keep them from becoming philanthropic dead ends.

After nearly a century of trying, Washington state Democrats could finally pass an income tax — a move that would hit 30,000 or so top earners.

The "sticker shock" of tax rates and IRS reporting rules may place the recent record highs and falls in a different context for investors, one expert says.

With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.

Wealth management and tax planning stocks tumbled after Altruist launched an AI tool for tax strategies, stoking investor fears of disruption and fee compression.

The tax-filing season for individuals just opened recently, but businesses already got a head start on various tax incentives in the One Big Beautiful Bill Act.

Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.

None of the findings in a new working academic paper will likely surprise financial advisors. But they could provide some helpful data for conversations with investors.