Tax planning

Whether seasoned or new, they need to understand the tax implications of their investments.

The tax-focused financial planning and wealth management company that partners with accounting firms is going private and joining a larger financial firm.

Tax professionals may be unaware of the potential benefits that can be gained by partnering with a wealth manager.

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.