Politics

The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.

Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in the coming months.

But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.

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 Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.

Rhode Island home sellers would see a conveyance tax rise 63%, and owners of million-dollar properties would pay an additional levy if the budget is signed into law.

The much-debated tax and spending legislation could be finalized next month, giving answers to debates on the state and local tax deduction, Medicaid and more.

The dome of the U.S. Capitol Building in Washington, D.C., is reflected upside down in a puddle outside of the structure

Billy Long's confirmation process to take the helm of the Internal Revenue Service is well underway, running alongside mass layoffs and other regulatory moves.