Tax planning

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.

With no technical corrections yet for the Tax Cuts and Jobs Act, many taxpayers are left wondering how to move forward with their 2018 returns.

A Revenue Stream to Transform Your Tax Practice

If Democrats want the wealthy to pay more into the U.S. Treasury, they’ll need to contend with one fact: the rich are very good at dodging taxes.

Democratic presidential hopeful Elizabeth Warren has proposed a wealth tax on Americans worth more than $50 million, a pitch aimed at satisfying the eagerness of progressive voters to confront income inequality.

Personal financial satisfaction declined in the fourth quarter of 2018 as stock market gyrations and the prospect of a government shutdown weighed on U.S. consumers, according to a survey by the American Institute of CPAs.

Complicated corporate tax planning tactics can produce uncertainty about taxes, in addition to the basics of company operations and finances.

She may not be in Davos, but the freshman Congresswoman’s influence is already being felt on the slopes of the Swiss Alps.

Jeff Pierce intends to grow the unit while focusing on new opportunities.

CPA financial planners share their favorite moves for kicking off the year right.

Progressive House Democrat Alexandria Ocasio-Cortez called for a sharp tax hike on the highest incomes in order to fund a massive “Green New Deal.”