Tax planning

Elon Musk, the world's richest-person and head of electric carmaker Tesla Inc., said President Joe Biden's call for more taxes on super-wealthy Americans will only hurt lower-to-middle income groups.

You get to focus on client relationships instead of pure transactions, and your client feels more valued in return.

Portland, Oregon, may penalize higher earners more than any other large U.S. city, according to a new report.

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.

The IRS's $80 billion in new funding means more scrutiny of higher earners.

As clients decide on the business entity type that will offer the most advantages — legally and financially — they'll have much to consider.

It's tax season in the U.S., and nowhere is that felt more acutely than in three cities — New York, San Francisco and Honolulu.