Tax

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.

These are the top twenty states ranked by return on investment for taxpayers based on quality of government services versus how much they cost.

The IRS's $80 billion in new funding means more scrutiny of higher earners.

With the final stats from this year's filing in, it seems clear that it was one of the most normal in years.

Leaning into the technique and the technology that enables it at scale can differentiate a practice while driving better clients outcomes.

Many advisors have clients who took out the forgivable loans. Some wealth management firms did the same. Three years after the government doled out more than $800 billion in mostly-free cash, here's what's happening.

The regulator's latest staff bulletin also calls on planners at hybrid firms to always be clear about if they're wearing their broker or advisor hat.

Regulators accused the investment tech company of costing customers millions of dollars by not reducing their capital gains liability.