529 plans

Shutdowns and tax obligations; 529 money and the CPA exam; gig questions; and other highlights from our favorite tax bloggers.

The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.

The well-oiled firm; refundable credits in states; taxing settlement money; and other highlights from our favorite tax bloggers.

SALT and the bill; digital taxes worldwide; retaining clients; and other highlights from our favorite tax bloggers.

The gift outlays — and the many rules and potential duties tied to them — can affect clients' long-term trail toward RMDs, Roth IRAs, the FAFSA and other areas.

A new study found that opting for an in-state plan isn't always the best choice.

SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.

Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.

Starting advisory services; those who do also teach; the IRS is hiring; and other highlights from our favorite tax bloggers.

Plans sold through brokers cost nearly three times as much as those sold directly; time-stressed parents can find it's worth it.

Delaying filing; inbox anxiety; a new voice; and other highlights from our favorite tax bloggers.

Clients’ spouses may be hiding assets in any number of tax-related ways.

It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.

This handful of provisions from the Tax Cuts and Jobs Act are worth immediate attention.

Tuition refunds, expanded uses for 529 funds, and rollovers are highlighted.

A pair of provisions in the final version of the Republican tax overhaul proposal would be a boon to private schools, but risks reducing local funds for public schools, according to education advocates.