Tax planning

Beneficiaries won't get hit with a 50% penalty for not making withdrawals in 2021 and 2022 — an unexpected move by the IRS. But questions still remain.

Donor-advised funds, favored by rich businessmen and celebrities, rack up tax benefits while delaying charitable giving.

Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.

ERC "mills" have come out of the woodwork to lure small business owners into taking a lucrative tax credit they don't qualify for. Here's what advisors need to know.

Investors tend to "chase yield" in tough economic times, but there's a price to that.

A recent study has found that the number of people who overestimate how savvy they are has grown.

The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.

Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.

Buyers and sellers are overhauling their firms by folding in accounting and newly-launched independent advisors.