Tax planning

With the proper preparation and support, student-athletes can turn NIL opportunities into stepping stones for lasting success and financial well-being.

They can be a more tax-effective way to save for retirement than an IRA for those who are able to max out contributions and pay for medical expenses with other funds.

With tax authorities scrutinizing partnerships, CPAs and tax pros need to think more strategically about filing for extensions.

A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.

The Senate Finance Committee held a hearing to discuss the Biden administration's recently unveiled budget and tax proposals, as tax experts try to predict what will happen after the election.

The president's 2025 budget proposal aims to deliver more services, middle-class tax breaks and price controls funded through higher taxes on the wealthy and corporations.

President Joe Biden's budget proposal — which calls for sweeping tax increases on corporations and the wealthy — is the opening round of a looming tax fight.

Election year, pending tax legislation and a convergence of the wealth management and tax industries are shaping advisors' approaches to filing season.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.

President Joe Biden proposed tax increases on the wealthy and large corporations, along with some new tax credits, in his State of the Union address on Thursday night.