Tax strategies

SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.

Rep. Jason Smith will lead the powerful House Ways and Means Committee.

The new year brings a new tax season and the opportunity to advise clients on ways to save money on their taxes.

U.S. and European investment into mainland China has largely been channeled through offshore vehicles set up by Chinese companies in tax havens.

The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.

The next generation of the ultra-rich say they're ready for succession. The executives responsible for managing families' fortunes aren't so sure.

An academic paper challenges the entrenched message that America faces a retirement crisis.

Chances are dimming that Congress will take up a multibillion-dollar package to renew a cluster of business tax breaks and provide a more generous child tax credit before lawmakers leave Washington for the year.

If the program ultimately moves forward, tax professionals should know about the rules when advising their clients.

Billionaire hedge fund manager Ken Griffin sued the Internal Revenue Service, claiming it failed to protect his confidential financial information.

Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.

The service is reacting to recent court decisions challenging its ability to classify the investments as abusive schemes.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

The federal government's child tax credit just had its 25th anniversary, but not everyone is celebrating.

The platform will be used for the delivery of Section 1031 exchange and Opportunity Zone-qualifying investments to the two organizations' networks of accounting firms and real estate advisors.

With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.

With the end of the year just around the corner, now is a great time to discuss tax planning with your clients.

The agency aims to hire scores of auditors, but there's a nationwide shortage of accountants.

According to data released by the OECD, the average combined statutory tax rate in its sample of over 160 countries was unchanged at 20% this year.

For businesses, the return of Republicans to control of the House takes the possibility of corporate tax increases favored by Democrats off the table.