Tax

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.

Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.

The Internal Revenue Service has revised the question it has asked in recent years about income from digital assets such as cryptocurrency on the Form 1040 for individual taxpayers this tax season and added it for the first time to tax forms for estates, trusts, partnerships and C and S corporations.

The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.

As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.

The IRS reviews all income tax brackets annually, making adjustments as necessary to balance for inflation.

The Internal Revenue Service and the Treasury Department told businesses they won't have to report on the digital assets they receive until regulations are issued.

The TAMP developed its new tools after consulting with a group of financial advisors on the design and functions.