Tax planning

These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.

Consider this host of strategies to help clients keep more of what they earn.

Several effective, tax-efficient strategies are available to those who take the time to be strategic and do their homework to maximize their generosity.

The essential IRS rules regarding the downsides — and potential benefits — of earning extra cash on the side.

The long efforts to put in place the enforcement mechanisms to attack syndicated conservation easements appear to at last be finalized.

Court decisions have opened up a whole new world of tax worries for college student athletes.

The highest marginal tax rate for 2025 is 37% and the lowest is 10%.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

The election on Tuesday will have far-reaching economic consequences, ranging from how Americans are taxed to how the country trades with the world.

Uncertainty around sunsetting provisions should have professional athletes planning ahead on their taxes.

An updated, funded buy-sell agreement can allow a surviving partner to maintain sole control of the business if one of the owners or partners were to die prematurely or become disabled.

J.P. Morgan Asset Management's automated tax services platform, 55ip, has rapidly expanded with partners including BlackRock, Fidelity and Raymond James Financial as demand to manage client taxes accelerates.

Between the coming sunset of the Tax Cuts and Jobs Act, the presidential election and a host of other factors, this is shaping up to be a tough year for advising clients.

Whoever wins, '2025 is going to be a very interesting tax legislative year.'

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

Art loans function as lines of credit, so clients draw on them and pay them back as they can.

Harris economic proposals envision tax cuts and subsidies

It's important for advisors to develop a relationship with both spouses from the outset, long before an unexpected death.

Unsurprisingly, six of the top 10 costliest destinations are in California.

The shock replacement of the Democratic presidential candidate less than four months before the election has introduced a new element of uncertainty about the outlook for economic policy in 2025 and beyond.