Tax

When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?

Experts from Vanguard say financial advisors and clients see opportunities in active fixed income amid cooling inflation and expected rate cuts.

The Treasury and the Internal Revenue Service issued final regulations on reporting by brokers on dispositions of digital assets such as cryptocurrency for customers in certain sale or exchange transactions.

A divided Supreme Court threw out a decades-old legal doctrine that empowered federal regulators to interpret unclear laws.

The three influential figures' presentations at Morningstar's conference offered a primer on navigating a challenging field increasingly driven by technology.

As election season ramps up and debates begin, wealth managers are paying attention to how each candidate is addressing particular economic concerns.

Middle-class residents in these states pay a smaller percentage of their paychecks to taxes.

The Internal Revenue Service switched over from focusing its audits on taxpayers earning $10 million or more to those earning $400,000 or more after passage of the Inflation Reduction Act.

Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.

Notice 2024-55 from the IRS explains exceptions to the additional tax for certain emergencies, and for victims of domestic abuse.

The Internal Revenue Service plans to begin slowly paying some of its older claims for the fraud-plagued Employee Retention Credit this summer, but is not lifting its moratorium.

Voting 7-2, the justices said Congress has the constitutional power to tax people and companies on their share of undistributed corporate income, at least when it comes to so-called pass-through businesses.

This year's Greenbook proposals contain some greatest hits, including a higher corporate minimum tax.

Residents with high earnings in these 20 states get a bigger break on their taxes, paying a smaller percentage of their income.

The growing fixed-income products carry some risks, but their returns this year are attracting more financial advisors and their clients, according to experts.

The deal values closely held Fisher Investments at $12.75 billion and is part of the founder's estate planning, according to the firm.

The Internal Revenue Service is setting up a new unit to target the use of basis shifting between related parties as a way for partnerships to avoid paying taxes.

These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.

Jeffrey Levine and The American College of Financial Services hope to help more financial advisors branch into the related but historically separate field.

A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.