Tax

Financial advisors can differentiate themselves by knowing when to apply the tax-friendly strategy — and when to take a pass.

Exchange funds could help address some wealthy clients' concentration risks and tax quandaries at the same time.

A Wells Fargo executive is using her own cancer diagnosis as a wake-up call and teaching case for financial advisors and their clients' estate plans.

The 10 states that offer the best return for residents' tax dollars.

The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.

As RIAs look to offer more holistic planning, many are partnering with CPA firms to deliver tax expertise without the cost and complexity of building it in-house.

The new state income tax is expected to make Washington munis, which are exempt, more attractive for high-earning residents.

Tax planning is becoming a more popular holistic offering for financial advisors, but tax time can become hectic.

State and local tax burdens vary widely depending on how taxes are structured. A new WalletHub study provides a definitive ranking.

With enhanced ACA subsidies gone, even a small income mistake can cost clients thousands.

Residents exiting Massachusetts took a net of $4.2 billion in adjusted gross income with them in 2023, one of the largest totals in the country.

More than 1.2 million taxpayers only have until April 15 to claim a total of approximately $1.2 billion in refunds for tax year 2022.

The unit will now be renamed Threadline Wealth, backed by investment from the Cynosure Group, and have $5.8 billion in client assets under management

A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.

Research shows that many investors fear policy changes could hurt their retirements, but these concerns often go unspoken with financial advisors, creating a planning gap.

Many business owners wind up regretting how they exit from their ownership. That's why experts say financial advisors should ramp up their planning for it.

While Republican-led states are mostly adopting the various tax changes from the One Big Beautiful Bill Act, some states led by Democrats are refusing to go along.

At the T3 Conference, leaders discussed how showcasing the value of the new tools can help advisors connect with clients.

Questions this season reflect confusion about 1099 income, new OBBBA deductions and retirement considerations, according to data from online expert platform JustAnswer.

The new IRS Tax Withholding Estimator accounts for changes to tax credits and deductions introduced by the One Big Beautiful Bill Act.