Tax

Corporations will be the beneficiaries of a reduction in the top marginal rate in all six states.

A provision paying for breaks for parents and business owners has earned widespread praise, but an expert says financial advisors should be on alert.

The firm's recruiting chief shared the latest updates with FP amid record financial advisor headcounts and an effort to expand beyond its traditional label as an IBD.

Taxpayers will benefit from a reduced top marginal rate in 13 states, but in two states the rate has increased.

Parents can leverage their wealth to access the dream of homeownership for their kids — as long as income tax and gift tax consequences are factored in.

The local environment for debt and income, cost of living, housing, and taxes can make a big difference when it comes to putting away money.

The gift outlays — and the many rules and potential duties tied to them — can affect clients' long-term trail toward RMDs, Roth IRAs, the FAFSA and other areas.

The measure now heads to the Senate where lackluster Republican support threatens to sink it.

The first quarter is a good time for an annual check-in with philanthropic investors, a practice that can strengthen intentions and family bonds.

From knowing your demographics to understanding RMDs, these are some of the best opportunities for tax planners to demonstrate their value to clients this year.

The best state to be a saver scored 0 out of 100, where a lower score means it's easier to save.

Financial advisors and tax professionals with clients who bet online or at casinos must guide them through the choice of classifying as amateur or professional.

The Morningstar Direct rankings reflect a good year for the high-yield, longer-duration and emerging-markets categories of fixed income funds.

As the Internal Revenue Service develops guidance to implement these statutory requirements, it is finding it necessary to make some compromises.

Investors have a wealth of options for putting their capital gains to work through this program.

Businesses are likely to see more sales tax audits in 2024 as a result of changes happening across the states, according to a new report.

The revamped Estate Snapshot tool promises to create estate planning documents in minutes rather than days through artificial intelligence.

The superstar player's decision to push back his record-breaking pay intrigued planners who pointed out a bevy of wealth-related questions.

The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.

Money manager Brian Heywood has already spent nearly $7 million of his own money to get six ballot initiatives in front of Washington State voters this November, half of them tied directly to taxes.