Tax

The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.

How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.

The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.

The grandsons lost a bid to force Beverley Schottenstein to negotiate a FINRA award in her favor.

Here's what wealthy investors and their advisors need to know.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.

With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.

Harold Hamm, the founder of Continental Resources, will pass a stake of his company worth $2.3 billion to each of his five children.

Rich investors with sizable business losses are caught in pandemic tax hell amid IRS delays.

The CEO of The Williams Group breaks down the many complicated factors involved with discussing generational wealth transfers.

R. David Yost and his soon-to-be-former son-in-law are slugging it out in court over allegations of tax evasion.

A group of lawmakers teamed up Thursday to introduce bipartisan legislation that aims to create a workable structure for taxing purchases made with cryptocurrency.

Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.

There may be a silver lining for crypto investors selling at huge losses during the recent market turmoil.

IRS investigators say the frauds including money laundering, market manipulation and tax evasion — and even celebrities could get caught up in the agency’s probes.

Gift tax returns and the wealth transfer strategies they reflect don’t face the same IRS logjams as individual returns.

The ETF industry is bringing a surprising twist to hands-off, passive investing.

It’s one of the hottest corners of crypto — and now the U.S. government wants its share of the profits.

Understanding how gifted money will impact the student’s FASFA is critical.

The National Taxpayer Advocate's annual report to Congress sounded alarm bells as millions gear up to file their federal returns.