Lynnley Browning

Advisors tend to avoid clients' tax issues when they involve the IRS. It's a missed opportunity to add value.

Even if they dislike digital assets, wealth planners have a fiduciary duty to understand their confusing and murky tax treatment.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.

The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.

Rich investors with sizable business losses are caught in pandemic tax hell amid IRS delays.

R. David Yost and his soon-to-be-former son-in-law are slugging it out in court over allegations of tax evasion.

Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.

Gift tax returns and the wealth transfer strategies they reflect don’t face the same IRS logjams as individual returns.

The National Taxpayer Advocate's annual report to Congress sounded alarm bells as millions gear up to file their federal returns.

Inflation and higher wages can push earners up a tax bracket, while unchanged deductions can spark bigger tax bills.

The ability to deduct the full value of the stock and avoid capital gains taxes is lesser-known by rich investors and many advisors.

With Senate tax writers in agreement with the House to ban the favored tax-free strategy, wealth advisors have a narrow window to make moves.

Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.

Democrats’ tax bill would slash in half the tax benefits of founder stock, but a potential workaround exists.

Many proposals for tax hikes on the wealthy haven't materialized, leaving investors with trusts, gifts or sales that might now seem hasty — or not.

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.