-
The act contains a dizzying array of provisions related to retirement savings accounts and distributions that tax professionals' clients should know about.
February 10
-
In his State of the Union address, the president urged Congress to approve raising taxes on wealthy taxpayers and big corporations.
February 8
-
CoinTracker Connect connects users with cryptocurrency experts to help file their taxes.
February 7
-
A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.
February 7
-
The president will also call for quadrupling the levy on corporate stock buybacks during his address Tuesday.
February 7
-
Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.
January 31
-
The 2023 season just opened, but you should still plan now for next year.
January 24
-
Amid the end of pandemic credits and investment losses, filing a federal return this year has sobering moments.
January 17
-
SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.
January 10
-
Rep. Jason Smith will lead the powerful House Ways and Means Committee.
January 9
-
The new year brings a new tax season and the opportunity to advise clients on ways to save money on their taxes.
January 5
-
The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.
December 27
-
The next generation of the ultra-rich say they're ready for succession. The executives responsible for managing families' fortunes aren't so sure.
December 20
-
An academic paper challenges the entrenched message that America faces a retirement crisis.
December 20
-
If the program ultimately moves forward, tax professionals should know about the rules when advising their clients.
December 14
-
Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.
December 13
-
From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
December 6
-
The federal government's child tax credit just had its 25th anniversary, but not everyone is celebrating.
December 5
-
The platform will be used for the delivery of Section 1031 exchange and Opportunity Zone-qualifying investments to the two organizations' networks of accounting firms and real estate advisors.
December 1
-
With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.
November 27
