Tax planning

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.

Corporate finance leaders need to make sure their businesses find the right answers to reap the full benefits of the OBBBA.

Congress did not simply extend the Tax Cuts and Jobs Act provisions starting in 2026 with the One Big Beautiful Bill Act; it also modified some of those provisions effective in 2025.

The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.

Trump has long argued that digital services taxes are discriminatory against the likes of Amazon.com Inc. and Meta Platforms Inc.

Bloomberg Tax & Accounting released its annual report projecting U.S. tax rate brackets, standard deduction and AMT exemption amounts for the year ahead.

Katherine Green, a dominatrix who creates online adult videos, wasn't expecting a windfall from President Donald Trump's signature push to make tips tax-free.