Tax

The service will need to tread carefully with how it uses artificial intelligence amid growing questions about the reliability of the technology.

The deal represents the second major purchase by Genstar Capital-backed Cetera in 2023.

For at least seven years, the company has sought to recoup more than $5.4 million in taxes using an exemption the agency argues does not apply.

A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?

The potential rules for sales or exchanges of cryptocurrency could reduce tax evasion and provide easily understandable documentation, experts said.

The agency and the Treasury Department two-year reprieve gives retirement advisors time to prepare — and a preview of upcoming guidance about Secure 2.0.

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

Five experts helped FP compile a big list of potential deductions and strategies surrounding retirement plans and business entity structures.

The Internal Revenue Service is giving people until 2026 to comply with a new requirement for Roth catch-up contributions.

The decision displays how an exemption for two weeks of rental income named for the major PGA golf tournament does not provide a blank check, experts said.

Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.

The savings flow mostly to wealthier clients with capital gains to offset on an unlimited basis, according to experts.

The challenges and opportunities of required Roth contributions are taking a backseat for now to legislative and operational messes from the Secure 2.0 law.

Two advisors from the RIA space shared why they took a risk and moved abroad — and what they learned from it.

With proper entity-based planning and tax strategies, risks to HNW assets may be minimized — or avoided entirely.

After identifying the tax avoidance strategy as a scheme targeting high-income filers, the agency and the Treasury Department issued a new rule proposal.

Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.

The agency pushed back required minimum distributions for most beneficiaries again for 2023, but the old "stretch" strategy is long gone.

Client milestones don't take a vacation — and neither does the demand for sound financial advice.

Even with the savings, an Austin move can be complicated by differences in earnings potential and heightened property taxes.