Tax planning

When the tax agency said annual withdrawals would be required before an account is drained by year 10, it created a firestorm. Here's what's happening now.

With social media and the internet multiplying the ways people can give, the rules are more important than ever.

The new law requires digital apps and online marketplaces to send a tax form to both the IRS and a recipient who receives $600 or more a year in online payments.

A group of finance leaders are coping with a steady stream of economic disruptions this year and they’re planning ahead for tax hikes and more.

Does your tax planning software best serve your clients?

Student athletes who are now allowed to score lucrative endorsement deals for their name, image and likeness may well encounter surprise tax bills.

Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.

The combination is a powerful tool, as long as the taxpayer and their advisor are familiar with the interaction of these tax laws.

Grantor-retained annuity trusts thrive in a volatile stock market. Here are the lucrative tax reasons.

Potentially tens of thousands of clients were stuck with significant tax bills this year because of a change the firm made to its target-date funds, according to a class-action lawsuit.