Tax planning

In a landmark decision earlier this year, the Supreme Court addressed the valuation of shares in closely held corporations for federal tax purposes.

In this installment of The Fundamentals, we asked firm leaders and tech experts the basics of selecting solutions for tax preparation.

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

Transfer pricing, Pillar Two, GLAM and more are important considerations.

The shock replacement of the Democratic presidential candidate less than four months before the election has introduced a new element of uncertainty about the outlook for economic policy in 2025 and beyond.

Expiring provisions and a misunderstanding of how tax law is made top the list of client worries, practitioners say.

The details in the Republican platform provide no specifics on taxes, although extending the expiring provisions of the Tax Cuts of Jobs Act of 2017 is a top priority.

When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?

The contentious debate included some discussion on tax policy, but Biden's unsteady delivery left many Democrats worried about his ability to continue his campaign.

NDH acquired McGowan Guntermann; Kostelanetz combined with Welty; and Avantax added Erin Hinzmann.

Trump and his advisors have floated plans — on immigration, trade, taxes and the Federal Reserve — that could significantly alter the current calculus.

These competing factions of outside advisors are offering sometimes conflicting plans on tariff hikes, China, health care and taxes.

State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.

Taxpayers and clients have scads of wrong ideas about taxes — and they have even more wacky notions about tax refunds.

The situation in the long term still looks favorable for the IRS: It now has specific authority to attack syndicated conservation easements that are too abusive.

Biden's comments, timed to follow Tax Day, sought to highlight differences between his tax and economic agenda and Trump's.

With tax authorities scrutinizing partnerships, CPAs and tax pros need to think more strategically about filing for extensions.