Wealth management

Many advisors have clients who took out the forgivable loans. Some wealth management firms did the same. Three years after the government doled out more than $800 billion in mostly-free cash, here's what's happening.

From a bag of used clothing to artwork worth millions, donations can get a tax deduction — the complications arise when dealing with substantiation requirements. 

Hard data about charitable donations denominated in cryptocurrency is difficult to obtain.

From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.

Students in the Volunteer Income Tax Assistance Program offer free tax help for low to moderate-income taxpayers in Vermont.

The Internal Revenue Service issued a revenue ruling that aims to prevent abuse of stepped-up basis adjustments in irrevocable grantor trusts.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

When it comes to capital, private equity isn't the only game in town.

While depositors will be made whole under an extraordinary move by regulators, a fire sale of the entire bank and advisors fleeing to competitors create new challenges.

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.