-
President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.
March 4
-
For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.
March 3
-
As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.
February 24
-
Young athletes are raking in as much as several millions of dollars a year, but the nascent legalized pay for student-athletes needs reforms, a new study said.
February 4
-
The media mogul is in court to allow him to change the terms of a trust — but it's not that easy.
January 29
-
Avantax acquired Sweeney Kovar, and Marsico Financial Group bought Care Accounting.
January 28
-
They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.
January 27
-
Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.
January 23
-
The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.
January 16
-
Most Biden administration tax proposals weren't adopted by Congress, including an idea to tax the unrealized gains of billionaires.
January 16
