Tax planning

Accountants and tax pros should pay special attention to their clients who work at companies that have recently gone public.

In a down economy, international planning is even more important.

Recipients of Social Security benefits, as well as railroad retirement and veterans benefits recipients, will need to act fast.

The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.

CFP exam registrants affected by the closures will be rescheduled for the July 2020 exam, currently scheduled for July 7-14, 2020, at no additional cost.

Former Vice President Joe Biden wants to raise taxes on the wealthy. Senator Bernie Sanders wants to send those levies off the charts.

The super-wealthy can deploy sophisticated strategies to pass on billions of dollars to their descendants tax-free.

An independent analysis of the Democratic presidential candidate’s tax plan includes new tax credits for buying electric cars and investing in renewable energy as well as other breaks for student loans and family caregiving.

The AICPA is also urging the IRS to expand and clarify its cryptocurrency guidance.

The law to boost retirement planning has tax consequences.