Tax

Unlike equity investors, who must plan around the 31-day exclusion window, cryptocurrency holders can sell and repurchase in the same session.

The epic OBBBA tax law brings glad tidings to most families, but complacency can lead to costs for financial advisors and their clients.

Amanda Reynolds filed a complaint asking the court to determine whether pets can be recognized as non-humans dependents.

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset location during the decumulation phase.

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from many angles.

An industry lawyer warns that RIAs often don't do enough to delineate their responsibilities and shield themselves from liability when they add tax preparation to their service offerings.

With no guidance available, tax practitioners and their clients have to figure out how much risk they want to take.

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.

The One Big Beautiful Bill Act makes the opportunity zone program permanent and also introduces some changes in the real estate investor tax breaks.

Wealthy taxpayers in high-tax states like California, New York and New Jersey are the biggest winners, as are workers who collect tips or overtime, and seniors.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

A new report from Cerulli notes big differentiating factors for firms that specialize in working with clients with $20 million or more to invest.

As deadlines loom, firms juggle tax-driven client work with retreats, reflection and recalibrating the business for 2026.

Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.

The release coincides with a $6.25 billion donation from Michael Dell and his wife to kickstart the savings program.

When a client's insurance needs change, the opportunity to sell their life policies to outside buyers should not be overlooked.

When it comes to retirement planning, financial advisors are always looking for an edge. Could these strategies get them there?

The initiative from the president's tax law has drawn support from corporate and financial leaders.

A tweak to the deductibility of gambling losses may not bring in a lot of tax revenue, but it could certainly alter a lot of wagers next year.

In Notice 2025-69, the IRS and the Treasury offer clarifications and examples of how to claim the One Big Beautiful Bill Act deductions.