Tax planning

What happens if your client invests in a Roth IRA? What about buying a home? Or even donating to charity?

Investors tend to "chase yield" in tough economic times, but there's a price to that.

A recent study has found that the number of people who overestimate how savvy they are has grown.

The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.

Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.

Cost segregation studies and other methods can help businesses minimize their tax liabilities — and maximize their cash for potential economic difficulties ahead.

The provisions are likely to change the tax planning used by the largest companies and their accounting firms.

The president is expected to sign the bill this week but hold a celebration in Washington on Sept. 6, after lawmakers have returned from their summer recess.