Tax

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.

After millions of tax IDs were exposed in the massive leak at National Public Data, clients will be at heightened risk for tax fraud and other financial abuse this tax season.

Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.

Final regulations are also available for the Advanced Manufacturing Production Credit established by the Inflation Reduction Act.

The Internal Revenue Service issued its annual inflation adjustments for tax year 2025, including changes in the standard deduction, marginal rates, tax credits and more.

The first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling case for paying taxes sooner.

So far, around 150 federal disaster declarations have already been announced for 2024, involving 44 states, two territories, and half a dozen Native American tribes or bands.

Everyone agrees that the anticipated insolvency in 2035, is a problem, but the answers to how to fix it are anything but unified.

With the November election mere weeks away, there is still time for tax pros to ponder the strategies available to meet the proposals of each candidate.

FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget. Here's what they said.

The CFP Board, the FPA, FSI, NAPFA and the IAA called jointly for the restoration of incentives for financial planning as part of the looming TCJA debate.