Tax

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.

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.