Investment funds

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.

A number of sustainable investing champions say it's time for the "ESG" label to be shelved and replaced by something less likely to draw attacks from both the political right and left.

Workers were able to invest their retirement nest egg in the famously profitable employee-only fund fee-free, until it caught the attention of the Internal Revenue Service.

Private placement life insurance, or PPLI, is a decades-old strategy that has been gaining popularity among the super-wealthy as a way to protect their fortunes from income and estate taxes.

Sinema has expressed opposition to ending the carried-interest tax break used by private equity and hedge fund managers to lower their tax bills.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.

Under a commission proposal, funds’ financial statements would need to be audited at least annually.

The founder of Renaissance Technologies and his colleagues will pay billions to resolve one of the biggest tax disputes in U.S. history.

Three Democratic senators introduced legislation that would stop the tax breaks used by private equity money managers and others.

Bernard Madoff’s death in prison doesn’t change much for his victims, many of whom are still waiting to be made whole.

Thomas Sandell and Sandell Asset Management are paying $105 million to New York, the biggest fine of its kind in the state.

Three House Democrats are pushing legislation that would repeal the carried-interest tax break used by fund managers to reduce the levies they owe to the Internal Revenue Service.

Former investment banker Paul Mora is the first Cum-Ex suspect placed on Interpol’s public list of most-wanted suspects as Germany launched an international search for him in an escalation of its vast tax-evasion probe.

A second hedge-fund trader was named by Danish prosecutors as a defendant in a dividend tax scheme they say defrauded the Nordic country out of 9.6 billion kroner ($1.6 billion).

A new analysis by Audit Analytics reveals the Big Four firm leading among every type of fund.

Sanjay Shah, who founded a London hedge fund that specialized in controversial Cum-Ex trades, was charged by Danish prosecutors in a 9.6 billion-krone ($1.6 billion) tax-fraud probe, according to a person familiar with the case.

Chris Rokos, who runs the hedge fund that bears his name, sued Deloitte and a U.S. law firm after 39.4 million pounds ($52 million) in tax relief was thrown out by U.K. authorities.

Hedge funds are planning to expand their presence in Florida, adding to a migratory trend as wealthy residents of northern states face the threat of higher taxes.

The Internal Revenue Service released regulations to restrict a valuable tax break that hedge fund managers were able to claim after an error in 2017 Republican tax law.

A little-noticed decision by the Internal Revenue Service’s appeals unit may spell trouble for legendary investor Jim Simons, who’s embroiled in a multibillion-dollar tax dispute with the agency.