Tax

While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.

Four forms in particular contain insights to a client's financial life and how to serve them better. We explain them here.

From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.

From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.

Effective strategies depend on attention to ever-changing laws and to the clients' personal circumstances.

Taxpayers who filed early this year and reported state tax refunds they received in 2022 as taxable income should consider filing an amended return.

Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.

A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.

Once primarily an issue for Democrats, GOP gains in New York have made the deduction an issue for them, too.

This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.

Exchange-traded funds focus on natural gas and technology did horribly last year, but they're still drawing in new money.

Taxable bond exchange-traded funds have drawn floods of cash ever since two banks collapsed in March and deepened fears of an economic downturn.

Avoiding common mistakes when filing returns for wealthy clients and exploring Roth IRA conversions are among the key considerations for advisors and accountants this tax season.

With input from tax influencers, a Keeper report discusses five enduring Tiktok myths about personal finances.

For clients who own investment properties, there are options that can make life easier.

The move comes after Washington State said it would impose a 7% tax on an individual's long-term capital gains exceeding $250,000.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

The service's Criminal Investigation unit investigated 975 tax and money laundering cases related to COVID-19 with fraud totaling $3.2 billion.

Financial advisors are flooded with questions from panicked clients. Here's a field guide to answers.

The 4% rule isn't the only option. Plus, one counterintuitive idea says retirees can live larger this year.