Financial Planning

Democrats are busy finding new ways to tax the rich. The most straightforward way to do that — an annual tax on household wealth — is an idea with deep roots in Europe that several 2020 hopefuls are hoping to import to the U.S.

The Democratic presidential candidate is joining in calls for higher taxes on the wealthy, an issue that’s taking hold among the contenders for the party’s nomination in 2020.

Canada is reining in a tax break on employee stock options by introducing a cap that it expects will impact executives of major, established companies.

An upcoming guide from the AICPA weighed heavily, both figuratively and literally, during a recent forum.

Blucora plans to combine HD Vest’s individual tax advisor focus with 1st Global’s institutional, multi-partner focus.

The Internal Revenue Service isn’t doing enough to flag over $74 million in potentially erroneous claims for the Excess Social Security Tax Credit, according to a new report.

The California charity at the center of the college-admissions scandal apparently never attracted attention from the IRS.

The U.K. taxman is coming under fire over its program giving the wealthy one last opportunity to disclose income or assets stashed in secretive offshore accounts.

High-end real estate brokers in New York worry that foreign second-home buyers are feeling under assault from all sides and may end up going elsewhere.

A top Senate Democrat is looking to end tax breaks for college donations that parents may be making to universities in an attempt to get their children admitted.