Tax planning

The draft, a mix of bill text and policy aims, would exempt transactions of regulated stablecoins that consistently maintain a value between $0.99 and $1.01 from capital gains. 

What's behind the power of integrating taxes, investments and strategy for business owner clients?

As corporate tax teams finalize their 2025 strategies following the One Big Beautiful Bill Act, savvy leaders are already looking ahead to 2026.

Private company leaders looking to sell reported that tax on recognized gains (88%) and transfer taxes (87%) were major concerns, per a Deloitte survey.

With no guidance available, tax practitioners and their clients have to figure out how much risk they want to take.

Just in time for Giving Tuesday, there's some good news for charities, thanks to the One Big Beautiful Bill Act, but also some new caps and limits.

The One Big Beautiful Bill Act offers a striking example of how policy design can favor businesses over individual taxpayers, particularly young professionals.

Quant firm Dimensional Fund Advisors has received formal approval to adopt a fund structure that for two decades has been used exclusively by Vanguard.

The Internal Revenue Service increased the annual retirement plan contribution limits for 2026 thanks to cost-of-living adjustments for inflation.

CBIZ has released its 2026 Tax Planning Guide, offering a resource to help businesses and individuals navigate the One Big Beautiful Bill Act.

Millionaires, who comprise less than 1% of New York City filers, generate 40% of city income tax revenue, says the Citizens Budget Commission.

Any new taxes to fund his agenda need the backing of the state, and Governor Kathy Hochul has said she's against such hikes.

Voters in 20 states will be asked to weigh in on ballot referendums and measures concerning an estimated total of $3.1 billion in potential tax hikes.

Tax advisors can play a significant role in alerting clients to the availability of various options and strategies for an unneeded life insurance death benefit.

Some kind of increase seems on the cards as the Empire State braces for billions in federal cuts to health and food aid.

Accountants who advise private equity clients will want to be aware of what these mean for private equity sponsors and their portfolio companies.