Tax planning

“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers.

A new bill taking shape in Congress is full of popular ideas and backed by both parties. But some experts say it doesn’t go far enough.

Nobody likes investment losses, but they do have an upside.

The SECURE Act is unclear about whether some inherited retirement accounts have to be emptied out in 10 years or five.

When the tax agency said annual withdrawals would be required before an account is drained by year 10, it created a firestorm. Here's what's happening now.

The new law requires digital apps and online marketplaces to send a tax form to both the IRS and a recipient who receives $600 or more a year in online payments.

Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.

Grantor-retained annuity trusts thrive in a volatile stock market. Here are the lucrative tax reasons.

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.

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

The ability to deduct the full value of the stock and avoid capital gains taxes is lesser-known by rich investors and many advisors.

'Planning has been put on hold, because no one knows what the rules of the game are,' says one accounting firm partner.

Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.

Democrats’ tax bill would slash in half the tax benefits of founder stock, but a potential workaround exists.

The agency has cleared out much of its mammoth backlog of unprocessed returns, but scores of individuals and small business owners remain in limbo.

Donor-advised funds increased their donations to charities last year in response to the COVID-19 pandemic, hitting the biggest levels in over a decade.

The service released its annual inflation adjustments Wednesday, including the standard deduction amount for individual and married taxpayers.

Cryptocurrency investors would have little time to plan against possible tax increases under legislation advancing in Congress.

That Rothko, Basquiat or Banksy hanging in the front hall may be a great way to get a tax break.

As Congress wrangles, advisors are struggling to figure out how to help clients.