Tax planning

Distinct tax treatments have historically separated the ETF and mutual fund categories, with the former able to avoid capital-gains levies.

Acquaintances who want quick, off-the-cuff advice from an accountant about important financial decisions are doing themselves a disservice.

With residency, luxe living and low taxes mere table-stakes, the availability of trained staff to help the ultra-rich run their lives and their money has become a key battleground.

The service is offering a program to speed up processing of requests for letter rulings from its associate chief counsel, mostly on behalf of corporations.

The Senate Finance Committee is questioning whether the sum from Leon Black amounted to gifts for which the private equity leader owes taxes.

Forty of the most important court cases, revenue rulings, laws, regs and other guidance in the world of tax.

The wealth management firm has made a strategic investment in a tax and advisory firm.

A recent study of companies with enterprise resource planning systems found they are correlated with lower tax burdens and more aggressive tax positions.