Tax

Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.

A change to Social Security will impact millions of beneficiaries. Here's what financial advisors need to know.

President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.

The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

A group of former commissioners at the Internal Revenue Service is sounding the alarm about the thousands of layoffs at the agency in the midst of tax season.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

Warren Buffett said the company has paid the U.S. government more than $101 billion in taxes since he took the helm 60 years ago, more than any other company in history.

Trump needs as much revenue as he can get as Republicans in Congress work to iron out a plan to extend the 2017 tax cuts that are due to expire later this year.

The threatened layoffs appeared to be underway Thursday, with estimates of between 6,000 and 7,000 employees being fired in the middle of tax-filing season.

One of the marquee annual events of the wealth management industry, the Technology Tools for Today (T3) Conference is scheduled for March in Dallas.

The pace of natural disasters seems to be accelerating, prompting taxpayers and preparers to search for ways to deduct catastrophic losses.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.

Bessent said the Internal Revenue Service would be largely spared from DOGE's cost-cutting — at least until after the April 15 filing deadline.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

President Donald Trump outlined his tax priorities in a meeting with Republican lawmakers, including expanding the state and local tax deduction.

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology integrations.

Young athletes are raking in as much as several millions of dollars a year, but the nascent legalized pay for student-athletes needs reforms, a new study said.

There are 20 states that have sovereign wealth funds, generally funded by commodities or land, that might serve as models.