Tax

Republicans broadly agree that there's little room for error on what is a rare opportunity for the GOP to update the Tax Code without having to make any concessions to Democrats.

Data from the Tax Foundation's 2025 State Tax Competitiveness Index ranked which states compete on sales and excise taxes, and which don't.

The Treasury Department and the Internal Revenue Service released final rules for the Clean Electricity Investment and Production Tax Credits in Sections 45Y and 48E of the Tax Code.

Every state levies property taxes, but some states have high or complex property tax structures, making them less competitive.

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

Johnson said the massive bill would address issues such as border security, including money for the mass deportations of undocumented immigrants; and an extension of the 2017 Trump tax cuts.

The president-elect announced a Treasury leadership team, including Kies, Samantha Schwab, Cora Alvi, Alexandra Preate and Hunter McMaster.

The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.

The No. 1 state effectively charges 1.88% on the value of a residence, according to a realty firm's analysis of a frequent and growing concern among clients.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

The SECURE 2.0 Act contained changes to traditional and Roth individual retirement accounts and 401(k) plans that are being phased in over several years.

Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.

The optional standard mileage rate for automobiles driven for business will increase 3 cents next year.

The asset sales carry complexity requiring careful thought and expert advice, but they could prove beneficial to some wirehouse breakaways or RIA succession plans.

The IRS and its partners shared a half-dozen ways to safeguard your firm and your clients during National Tax Security Awareness Week.

Consider this host of strategies to help clients keep more of what they earn.

The current limits for a deduction tied to state and local duties and the debate on the extension of the TCJA provides a lens to examine gender-based disparities.

From cryptocurrency to Medicare, 2025 is likely to be a year of change. Here's what nine experts are forecasting.