Tax

Harris economic proposals envision tax cuts and subsidies

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

Baseball cards, sneakers, cars, antiques and stuffed animals could sell for a lot of money, or such collections could be a time suck and an emotional drain.

Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options.

Heirs and their financial advisors should start figuring out how to minimize the tax impact of the end of the so-called stretch strategy, experts said.

Mutual funds are losing assets, while ETFs are gaining them. Here's a look at how a pioneering firm has adjusted to a difficult environment in recent years.

The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.

Beverage giant Coca-Cola said that it will pay the very old debt, but it is still appealing.

It's important for advisors to develop a relationship with both spouses from the outset, long before an unexpected death.

With shares in the acquirer growing as a percentage of the consideration, the rollovers pose important practice management, tax and business implications.

A recent Supreme Court case held that the Code Sec. 965 mandatory repatriation tax was constitutional, but the majority opinion avoided the principal issue presented to the court.

The top state has a total tax burden of 12.02%.

Unsurprisingly, six of the top 10 costliest destinations are in California.

As a growing area of expense, the impact to budgets and financial plans merits a discussion, according to experts. Here's a mini guide to the key considerations.

Double-dipping on wage claims and saying masks disrupted operations are just two new hallmarks of bad Employee Retention Credit claims.

The shock replacement of the Democratic presidential candidate less than four months before the election has introduced a new element of uncertainty about the outlook for economic policy in 2025 and beyond.

After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship.

Cost segregation could reap real real tax advantages when it comes to IRA-to-Roth IRA conversions — but advisors must know if the pricey initial study makes it cost effective.

While she has promoted the Biden administration's policies, she has campaigned on ideas that are more far-reaching in scope than the president's plans.

The top state takes in $7,200 in tax per capita.