Tax

From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning.

The IRS is rolling out a voluntary disclosure program to let businesses pay back Employee Retention Credits they claimed in error.

Financial advisors and tax professionals serving self-employed and other entrepreneurial clients start with a choice between two methods, then make careful calculations.

Clients who have squirreled away their savings in IRAs and other retirement accounts have new tools at the ready amid shifting rules, four experts said.

After Cetera's parent closed the acquisition of the tax-focused wealth management firm last month, departing executives received significant bonuses.

The new deduction rates apply to electric and hybrid vehicles, as well.

SMB organizations are calling for the Supreme Court to uphold the Tax Cuts and Jobs Act's Mandatory Repatriation Tax.

U.S. officials will take money away from victims of the fraud-tainted crypto firm unless a judge rejects the government's demand for $24 billion in unpaid taxes, the bankrupt company said.

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.

More working Americans have a health savings account, but many are not using them to their fullest potential.

The Internal Revenue Service is continuing to combat scammers and promoters encouraging businesses to file claims for the tax credit.

The new wealth management business opens with help from Integrated Partners as more RIAs and accountants follow the trails blazed by many dual practitioners.

Key justices suggested the tax, which aimed to collect hundreds of billions of dollars on a one-time basis, wasn't fundamentally different from other levies imposed by Congress over the years.

The Internal Revenue Service crime unit that played a leading role in the Binance Holdings Ltd. probe is seeing a surge in cases involving crypto-related tax evasion.

The Internal Revenue Service's Criminal Investigation unit identified $37.1 billion in tax and financial crimes in fiscal year 2023, exceeding the previous year.

Moore v. U.S. could "basically get rid of, I don't know, a third of the tax code," former House Speaker Paul Ryan has said.

An anonymous tipster helped the agency catch more than 100 high net worth individuals who paid a combined $71 million in previously avoided taxes.

The case coming before the Supreme Court stems from a 2017 tax law provision that aimed to tax earnings held overseas by big multinational companies.

The Peter Mallouk-led firm isn't done adding to its arsenal in 2023.

Changes under SECURE 2.0 that will impact contributions and retirement plan "leakage" when investors cash out instead of rolling over their 401(k)s are two of the issues advisors can help with.