Financial Planning

The Internal Revenue Service released a revenue procedure Wednesday offering guidance on the use of tax-exempt bonds to provide housing for military veterans, farm workers and other groups.

The House Ways and Means Committee voted to approve legislation that would relax the rules for those saving for retirement.

The top Democrat on the Senate Finance Committee, Ron Wyden, is reviving a plan that would tax wealthy individuals annually on their investments, instead of when those assets are sold.

For New York City’s luxury real estate brokers, a new mansion tax certainly isn’t welcome news, but it’s better than the alternative.

The rally in the $3.8 trillion municipal-bond market is about to face a major tax-season test.

The Internal Revenue Service treats crypto money as a capital asset like stocks or property, not as a currency.

Financial planners need to engage with the next generation -- for both their sakes.

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.