Financial Planning

The billions in student loan debt forgiveness announced by the Biden Administration will be exempt from federal taxation but could be taxable at the state level in more than a dozen states — a hiccup many states are expected to quickly handle.

A tax receivable agreement, popular in public offerings but controversial in some eyes, would regularly send extra money to insiders.

The shift to a sustainability model is ushering in a new age of tax reporting.

The student-loan forgiveness will qualify as non-taxable income until 2025 under the American Rescue Plan.

A Pew Research survey found that only 15% of those who bought crypto said the assets performed better than expected.

The multibillion-dollar commodities trader was forced to restructure after years of losses and accusations of improper accounting.

Serving a single family can be a complex — but profitable — niche.

The Illinois CPA Society's annual summit highlighted the biggest concerns confronting the profession.

Scare tactics about the IRS; marketing for one; a new blog; and other highlights from our favorite tax bloggers.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.