Social Security

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

Tax cuts and Mickey's slice; avoiding FBARs; COLA wars; and other highlights from our favorite tax bloggers.

Saying 'yes' too much; M&A mania; partners' income spread; and other highlights from our favorite tax bloggers.

Here are some ways to build your wealth outside your practice.

An overwhelming 77% of voters in the seven states that will decide the 2024 presidential election like the idea of a billionaires tax to bolster Social Security shortfalls.

Assessing your fees; partner comp; how to spend money; and other highlights from our favorite tax bloggers.

The more than 71 million people receiving benefits will get the smallest gain since 2021, reflecting a significant cooling in inflation.

House conservatives proposed raising the retirement age to collect Social Security, handing Democrats damaging political ammunition ahead of the 2024 election.

More than anything else, that may prove a decisive element in ending the partisan standoff.