Tax

Tax experts testified during a hearing about the Employee Retention Credit and the issues they and their clients are facing.

Decisions about which type of repayment plan to use and whether to file jointly or separately carry important implications for borrowers, experts said.

Independent advisors deal with clients' tax woes as well as their own. Year-round planning can lower stress levels.

There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.

Though qualified small business stock comes with extremely significant tax benefits, many advisors aren't putting them to work on behalf of their clients.

While the data isn't definitive, migration may be playing a significant role.

The deal, a mix of cash and equity, will expand the RIA consolidator's growing service offerings to clients.

Mechanics, considerations and planning opportunities for navigating SALT cap workarounds.

Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.

After three years of student loan forbearance, the passing of the debt ceiling bill guaranteed the expiration of the freeze this fall.

Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.

From new rules for 529 plans to the best- and worst-performing funds of the past 10 years, here are the tax stories that have resonated the most with financial advisors.

Deferral of taxes is the name of the game when it comes to eeking out extra profits.

Portland, Oregon, may penalize higher earners more than any other large U.S. city, according to a new report.

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

Financial and accounting teams are inundated by new data streams that accompany hybrid work on a global scale.

Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.

The Internal Revenue Service has caught up on much of the pile of unprocessed tax returns, but it's still not back to normal.

Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.