-
When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.
May 3 -
The Internal Revenue Service is looking at improvements in services and technology for both taxpayers and tax professionals.
May 2 -
The IRS is taking applications for funds for its Tax Counseling for the Elderly and VITA programs.
May 1 -
State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.
April 30American College of Financial Services -
Taxpayers and clients have scads of wrong ideas about taxes — and they have even more wacky notions about tax refunds.
April 30 -
New financial planning questions on the accounting exam could attract more young people and encourage current practitioners to explore the burgeoning ties between the fields.
April 30 -
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
April 26 -
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
April 26 -
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
April 25 -
In "The Black Tax," professor and historian Andrew W. Kahrl explores how the racial wealth gap in America has roots in unfair tax practices.
April 24