Tax planning

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.

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.

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.

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.

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.

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

The requirement, buried in the $1 trillion infrastructure law passed last year, mirrors one for brokerages and has flown under the radar.