Tax

A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

The May Financial Advisor Confidence Outlook survey shows that instability, especially around tariffs, continues to weigh heavily on the minds of advisors and their clients.

The Internal Revenue Service announced the inflation-adjusted amounts for health savings accounts in 2026.

The Internal Revenue Service has been conducting "sweeps" in recent years to uncover cases where high-income people have not been filing taxes.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

Critics have called for an overhaul of the confusing rules that they argue often leave investors paying taxes in the wake of falling into fraudsters' traps.

President Donald Trump's back-and-forth tariff plays have some advisors worried they are ill equipped to handle more swings, per new Financial Planning data.

The headache of filing dozens of state or international returns due to the so-called jock tax comes with opportunities to tap into savings, experts say.

Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax Cuts and Jobs Act by the end of 2025.

The country's only public Major League Baseball team is facing off against the Tax Code in a lonely battle over player pay that threatens to cost it millions.

The Treasury and IRS plan to withdraw regulations that labeled basis-shifting transactions among partnerships and related parties as "transactions of interest."

Optimism is building that a game-changing fund design that will help asset managers shrink clients' tax bills will soon be approved by the SEC.

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

The Internal Revenue Service is projected to lose more than $313 billion over a decade as undocumented workers are poised to pay fewer taxes.

The legislation blocks a rule that would have forced some cryptocurrency brokers to provide tax information on transactions on their platforms.

Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times.

As the on-and-off-again tariffs roil markets, a guide for financial advisors who need to manage both investments and clients.

The first wave of layoffs and others in the works will reduce enforcement. But the smaller ranks will still carry out "a rather grueling examination," an expert says.

A 10% duty will stay in place for most countries as the president praised dozens of countries that did not impose retaliatory tariffs of their own.