Tax planning

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.

Consider this host of strategies to help clients keep more of what they earn.

Several effective, tax-efficient strategies are available to those who take the time to be strategic and do their homework to maximize their generosity.

The essential IRS rules regarding the downsides — and potential benefits — of earning extra cash on the side.

The long efforts to put in place the enforcement mechanisms to attack syndicated conservation easements appear to at last be finalized.

Court decisions have opened up a whole new world of tax worries for college student athletes.

The highest marginal tax rate for 2025 is 37% and the lowest is 10%.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.