Tax

The GAO investigated industry disclosures and conducted undercover calls to evaluate "where issues around conflicts of interest and investment advice stand today."

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

Millionaires only accounted for 0.22% of total returns filed this year for the 2023 tax season.

The decision hinging on the definition of "inventory" in the sale of a highly valuable position in a U.S. partnership resolved a saga that began 16 years ago.

Both presidential candidates have floated it, and there are benefits for both workers and employers — though not always how you'd expect.

Between updated rules on cryptocurrencies from the Internal Revenue Service and Vice President Harris' growing electoral support, here are recent items most important to the financial planning industry.

The guidance in Notice 2024-63 is for employers that want to employees' student loan payments.

Vice President Kamala Harris and former President Donald Trump have laid out widely divergent plans for handling the sunset date for many parts of the TCJA.

Art loans function as lines of credit, so clients draw on them and pay them back as they can.

Harris economic proposals envision tax cuts and subsidies