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Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

This month, the Internal Revenue Service is predicting a rise in tax scams for 2025, and added four new eligible counties for foreign income exclusion.

To prepare for a gen AI-driven future, businesses must maintain impeccable, validated and standardized investment data.

Take the long view with your practice and don't miss any opportunity to train a staff person properly, as shown in these three anecdotes.

A recent lawsuit suggests that IRS leaders who refuse to hand over taxpayer information to the Trump administration are being moved out.

The threat of a government shutdown receded Friday, but the IRS would nevertheless still operate during tax season, even at lower capacity, in the event of a shutdown.

The Trump administration has been rapidly backing away from the various green energy tax incentives offered under the Biden administration.

The median unclaimed tax refund from 2021 is $781, but it has to be claimed by April 15.

Smith + Howard launches new business office services practice; G.T. Reilly & Co. promotes pair of directors; and more news from across the profession.

The term 'forensic audit' is an oxymoron, and its use is not only wrong, it's dangerous, at least as far as our world is concerned.