Retirement

The service’s Employee Plans function is pilot-testing a new pre-examination program starting this month as a way to shorten the time needed for exams.

What to change; cash flow forecasting; the sales tax paradox; and other highlights from our favorite tax bloggers.

Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.

Accountants who guide business owners through the exit-planning process can not only deepen their relationships, but also create new revenue streams.

Potentially tens of thousands of clients were stuck with significant tax bills this year because of a change the firm made to its target-date funds, according to a class-action lawsuit.

Advisors tend to avoid clients' tax issues when they involve the IRS. It's a missed opportunity to add value.

The House overwhelmingly passed legislation that would expand the tax benefits for retirement accounts to bolster the savings of Americans.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

New rules from the IRS around required minimum distributions address changes from the SECURE Act.

The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.

The unit that checks employee benefit plans for compliance with various requirements scored dramatically lower on its quality reviews in recent years, according to a new report.

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

Inflation and higher wages can push earners up a tax bracket, while unchanged deductions can spark bigger tax bills.

With Senate tax writers in agreement with the House to ban the favored tax-free strategy, wealth advisors have a narrow window to make moves.

Here's a rundown of the most important changes poised to take effect five weeks from now, and how to take advantage of them or at least minimize the pain they could cause.

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

The Top 10 Firm's guide aims to help taxpayers and tax pros deal with the many tax changes of the past year and the ones expected to come next year.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

How advisors handle tax advice for their clients can depend on how large their firm is.

The service lifted the limit from $19,500 as part of its annual inflation adjustments.