Tax planning

Even with a 15-year window to pay taxes, a near-doubling of the capital gains rate and the elimination of the step-up in basis loophole will make a sale expensive.

While after-tax funds in employer-sponsored plans are tracked by plan administrators, clients are on their own with traditional IRAs, Jeffrey Levine writes.

Cryptocurrency exchanges, many of which aren't based in the U.S., don't require any registration or account information, writes Alexis Leondis.

"Inheritors are going to get killed" under the White House’s proposal to put the brakes on tax-free intergenerational transfers of wealth.

Uncertainty around coming tax changes and the coronavirus pandemic are making it harder for tax pros to plan.

Once the cost of coverage is accounted for, the implied rate of return for investing through a return of premium term policy can be quite attractive, Derek Tharp writes.

Biden’s approach might be politically astute, but from a fiscal-design point of view, it’s partially self-defeating, Bloomberg’s Clive Crook writes.

For accountants and tax professionals working with clients age 50 and older, there are certain tax perks to recommend that could help boost savings for the future.

The Treasury Department estimates added enforcement could capture an additional $700 billion in tax dollars.

Plans sold through brokers cost nearly three times as much as those sold directly; time-stressed parents can find it's worth it.