Tax

The Treasury Department announced a timeline for offering more information on some of the main tax provisions of the Inflation Reduction Act.

40 critical regulations, court decisions, laws, IRS proposals and other major changes to the tax landscape from the past 12 months.

If the program ultimately moves forward, tax professionals should know about the rules when advising their clients.

The large gift to charity would have helped reduce what Musk has described as the biggest tax bill in US history.

Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.

The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says.

A recent study has found a correlation between tax scrutiny of digital assets and the use of tax loss harvesting as a compensating measure.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.

More tax savings means happier clients and potentially wealthier financial advisors.

The most important quality of the so-called 501(c)(4) organization boils down to one word: control.

Ed Mendlowitz offers a host of tips and strategies you can implement now for a better busy season.

With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.

Donor-advised funds are under scrutiny for providing a tax break but not funneling money to charities.

The agency aims to hire scores of auditors, but there's a nationwide shortage of accountants.

Many funds that are down double-digits this year will distribute capital gains to shareholders, with some as high as 40% or more of the net asset value of the portfolio.

Thanks to the Affordable Care Act, single, non-dependent children are able to fund their own HSAs with the full family maximum contribution limit.

You can't use a loss to offset gains if you're not able to take a loss because you can't access the exchange.

While the new 10-year rule slams heirs, it may also afford some increasing largesse.

Tax experts are hypothesizing what will happen in Congress during the lame-duck session and over the next two years.