Tax

Some companies are misrepresenting when food and wellness expenses can be paid for by FSAs, HSAs and other health spending plans.

President Joe Biden proposed tax increases on the wealthy and large corporations, along with some new tax credits, in his State of the Union address on Thursday night.

Four states have no state and local sales taxes, making them the most attractive places for consumers to go shopping.

With wealth and accounting firms increasingly working together, a seasoned expert from both fields describes the key issues ahead of Tax Day.

The customers include a Brazilian businessman whose Florida residence was raided by the IRS and a Colombian family featured in a Senate report about the bank's role in tax evasion schemes.

The least attractive place to go shopping has a combined sales tax rate of 9.563%.

Here's how some financial advisors have offered the two services for decades and why the rest of the industry may finally be catching on to the opportunity.

Financial advisors and tax professionals say many clients get too fixated on April 15 without understanding the benefits and ease of pushing back the deadline.

There's a growing sense of unease among asset managers that companies with conspicuously small tax bills pose a financial liability too big to ignore.

Stubbornly persistent differences between white and Black households' income and assets present financial advisors with the big-picture implications of their work.