Tax planning

There’s no question that U.S. taxation of intellectual property has become amazingly more complex after the Tax Cuts and Jobs Act.

A new limit on the amount of state and local levies that can be deducted has costly and confounding implications for some, especially in high-tax places.

Blucora plans to combine HD Vest’s individual tax advisor focus with 1st Global’s institutional, multi-partner focus.

High-end real estate brokers in New York worry that foreign second-home buyers are feeling under assault from all sides and may end up going elsewhere.

Repeat tax debtors and their tax pros should use tax season to clear up past balances.

Bill Gates, Elizabeth Warren and Bernie Sanders all want the rich to pay more taxes, but Gates is saying what the Democratic candidates appear to be thinking: Go for the capital gains rate.

New York Assembly Speaker Carl Heastie added momentum to the idea of taxing non-resident owners of multi-million dollar apartments as a way to help pay for billions of dollars of regional transit improvements.

National Football League veteran Ndamukong Suh has always mixed football with finance, considering things like state taxes when weighing where to play.

Watch out, Wall Street. Democrats, who have so far focused on plans to tax the super-rich, are turning their sights to capital markets.

Execs in a new BDO survey don’t see the economy staying strong beyond two years.

Before Elizabeth Warren’s wealth tax, there was Donald Trump’s wealth tax.

Consumers are confused this year about how the Tax Cuts and Jobs Act will affect them and are asking tax professionals for assistance with their taxes, according to a new survey.

Some of the top Democratic presidential candidates are trying to make a name for themselves by calling for higher taxes on the wealthy.

The American Institute of CPAs is asking the Treasury and the IRS about their proposed regulations on estate and gift taxes under the Tax Cuts and Jobs Act.

The Microsoft co-founder believes it’s appropriate for wealthy people to pay much higher taxes.

The Democratic presidential candidate would limit American families’ expenses to 7 percent of income regardless of how many children they have in care.

The exclusion for gain of qualified small-business stock may become a common part of more deals.

Higher rates tend to be a good thing for the state and local government bond market, a haven for investors looking for income that’s exempt from federal taxes.

Speak to a few family office experts, and you’ll hear the phrase, “When you’ve seen one family office, you’ve seen one family office.” But press them on common errors, and they have a lot to say.

Renaissance Technologies, the giant hedge fund founded by billionaire Jim Simons, looks like it has created the premier individual retirement account.