Tax

A recent Supreme Court case held that the Code Sec. 965 mandatory repatriation tax was constitutional, but the majority opinion avoided the principal issue presented to the court.

The top state has a total tax burden of 12.02%.

Unsurprisingly, six of the top 10 costliest destinations are in California.

As a growing area of expense, the impact to budgets and financial plans merits a discussion, according to experts. Here's a mini guide to the key considerations.

Double-dipping on wage claims and saying masks disrupted operations are just two new hallmarks of bad Employee Retention Credit claims.

The shock replacement of the Democratic presidential candidate less than four months before the election has introduced a new element of uncertainty about the outlook for economic policy in 2025 and beyond.

After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship.

Cost segregation could reap real real tax advantages when it comes to IRA-to-Roth IRA conversions — but advisors must know if the pricey initial study makes it cost effective.

While she has promoted the Biden administration's policies, she has campaigned on ideas that are more far-reaching in scope than the president's plans.

The top state takes in $7,200 in tax per capita.