Tax

There are steps you can take year-round, to help keep your clients’ personal data safe.

Even if they dislike digital assets, wealth planners have a fiduciary duty to understand their confusing and murky tax treatment.

April and Column Tax are among the startups capitalizing on the idea that taxes are part of a person’s financial life and banks are most suited to help with tax preparation and filing.

The highest consumer prices in 40 years have prompted advisors to seek out safe harbors for their clients.

A recent study has found that 96% had still not filed their taxes as of the end of March, with confusion over how to do so being the primary reason.

Biden’s 2023 budget could be DOA, but advisors still have to shepherd clients tired of yet another round of talk about tax increases.

Jamie Dimon just received almost $56 million of JPMorgan Chase’s stock, before taxes, from an incentive program the bank valued at less than half that much just three years ago.

The bill would raise the required age to begin withdrawing money from retirement accounts to 75 from 72.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

Under Biden’s plan, the tax would apply to households worth more than $100 million who do not already pay 20% tax on their “full income."

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

Affluent investors who have maxed out their retirement plan contributions hold target date funds in taxable brokerage accounts.

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.