Tax

A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

The Internal Revenue Service cautioned consumers to beware of inaccurate advice which prompted thousands of taxpayers to file overblown claims and held up their refunds.

To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.

The Internal Revenue Service issued the annual inflation adjustments for health savings accounts in 2025 as prices continue to rise.

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

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.

The Internal Revenue Service is looking at improvements in services and technology for both taxpayers and tax professionals.

The IRS is taking applications for funds for its Tax Counseling for the Elderly and VITA programs.

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.

Taxpayers and clients have scads of wrong ideas about taxes — and they have even more wacky notions about tax refunds.

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.

Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.

The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.

In "The Black Tax," professor and historian Andrew W. Kahrl explores how the racial wealth gap in America has roots in unfair tax practices.

Turns out clients are as mistaken about tax preparers as they are about taxes.

Experts say that busy entrepreneurs often miss incentives and advantages available to them. Financial advisors and tax professionals can give them a nudge.

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.

Experts from the Fed, Intuit and the Urban-Brookings Tax Policy Center explored ideas for more effective ways to advance the goals of the mortgage interest deduction.