Tax

The long efforts to put in place the enforcement mechanisms to attack syndicated conservation easements appear to at last be finalized.

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

Court decisions have opened up a whole new world of tax worries for college student athletes.

States that do not assess the major taxes are more competitive than states with complex taxes with high rates.

President-elect Donald Trump is bringing numerous changes to wealth management with his return to the White House, from the Tax Cuts and Jobs Act to Social Security.

The IRS introduced changes to certain contribution limits to 401(k) and retirement plans for 2025, while some limits will remain the same.

The Internal Revenue Service is extending the transition period for revising claims for the research and development tax credit through Jan. 10, 2026.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.

A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.

There are ways the business owners can continue to operate in the other states.

The numbers are getting murkier, and the politics with a slim majority in the House and the minutiae of Senate reconciliation rules look anything but easy.

The incoming GOP majorities in the House and Senate mean Trump can enact a tax bill without making concessions to Democrats.

To the Internal Revenue Service, Roger Ver symbolizes a new target in the digital age: a crypto holder suspected of failing to pay taxes after selling tokens.

The highest marginal tax rate for 2025 is 37% and the lowest is 10%.

Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.

Although no Republicans voted for the measure two years ago, some of its incentives, such as tax credits for producing hydrogen and capturing carbon dioxide, are very popular with oil companies and other core GOP constituencies.

Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

The Internal Revenue Service may be facing steep cuts in its budget with the win on Tuesday night of President-elect Donald Trump.