Tax

Returning cash to shareholders stops companies from doing stupid things with their money. The new 1% levy could open the door to more buyback taxes, and more foolish spending by companies.

The strategy has been portrayed as both an essential investing tool and overhyped approach. The reality is somewhere in between.

Gaining clarity on "hard forks" and "airdrops" is a must as investors struggle to tally their losses in the aftermath of the Terra-driven crypto market crash.

The wording has changed from "virtual currencies" to "digital assets" in general, and there are other changes too.

Despite what the wealth management industry suggests, some investors benefit more from the popular strategy than others.

DAFs have been receiving more than half their contributions from complex assets such as shares of public and private companies, real estate and cryptocurrency in the past five years.

An obscure retirement and estate planning technique holds added benefits amid tighter rules on inherited IRAs.

The latest move by Democrats to curb the tax benefits for partnership profits interests signals how wealth inequality has become mainstream party ideology.

The bill, which would tax unrealized gains, is not part of the tax and climate deal announced earlier this week.

Senator Joe Manchin and Majority Leader Chuck Schumer have struck a deal on a tax, energy and climate bill, breaking a deadlock on the Democrats’ long-sought legislation to enact major parts of President Joe Biden’s agenda.

The long-term effects of harvesting losses can sometimes be worse for the client than doing nothing.

Stock market woes are depressing earnings for advisors who charge on client assets, but the pass-through benefit and a health insurance deduction can alleviate a lot of the pain.

Specialized tax services can be a great way to enhance revenue and cement your relationship as the client’s trusted advisor.

The guidelines can help planners with charitably minded clients steer clear of compliance thickets and run-ins with the IRS.

A look at the biggest regulations, legislation and court cases in the field from the first half of the year.

The strategy is widely promoted, but it can leave some investors worse off.

Capital gains distributions running to the hundreds of thousands of dollars hit certain clients with painful payments due to the firm's flub, a regulator says.

The service’s recent policies expedited the hiring of new employees, but prolonged delays in eligibility verification could increase the risk of exposure of taxpayer data, according to a new report.

Investment properties are a very different class from stocks, bonds and the like, one that often isn't managed with the same discipline.

For the last 100 years, the transactions have helped ensure the continuity of an original investment, with wide-ranging economic benefits.