Financial Planning

Demystifying COLA and maximum earnings subject to tax increases.

Here's how clients can boost their returns before the president-elect enacts the reforms he's promised, and other items in our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

As the end of the year approaches, many of us are focused on taking advantage of tax break opportunities before another year begins.

Federal Reserve's interest rate hike could have an impact on tax reform.

Tax professionals can make use of some tried and true tax strategies, but only for next tax season.

A basic understanding of the accounting considerations related to debt and equity instruments is critical for organizations seeking funding.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

The chairman of the House Ways and Means Social Security Subcommittee, Rep. Sam Johnson, R-Texas, has introduced legislation to make changes in Social Security, including raising the retirement age.

President-elect Donald Trump, who won the hearts and minds of millions of working-class voters, may help deliver a multibillion-dollar bonanza to America’s wealthiest families.

Donald Trump must confront major tax issues when deciding what to do with his real estate empire and other businesses in order to avoid conflicts of interest as he assumes the presidency.