Tax

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.

How advisor can utilize technology to deliver personalization at scale.

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

After an exhausting presidential campaign, here are the key policy, investment strategy and practice management topics for financial advisors and their clients.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

The return of the former president to the White House gives him an opportunity to deliver on his many tax promises.

The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act.

The election on Tuesday will have far-reaching economic consequences, ranging from how Americans are taxed to how the country trades with the world.

The amount individuals can contribute to 401(k)s in 2025 has increased by $500 to $23,500, but the IRA limit remains $7,000.

The standalone trusts or provisions within other entities can help clients protect assets. Here's why they may need a nudge to speak with an estate attorney about this.

Uncertainty around sunsetting provisions should have professional athletes planning ahead on their taxes.