Tax

German prosecutors are preparing to bring the first criminal charges against staff who worked at Macquarie Group Ltd. over the Cum-Ex tax scandal.

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.

Noted once more; a lot of shingles; refund's in the mail; and other highlights of recent tax cases.

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.

The IRS doesn't have the authority to independently verify that recipients of Low Income Taxpayer Clinic grants are eligible to receive them.

The Institute is asking the Treasury and the IRS to increase the safe harbor for companies seeking to avoid determining whether the CAMT would apply to them.

House Republicans are in talks over raising the cap for state and local tax deductions after winning pledges to include it in a must-pass tax bill this year.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

Lawmakers in the House and Senate reintroduced bipartisan legislation to provide faster filing relief to taxpayers hit by natural disasters.

More states are expected to simplify their sales tax laws and leverage artificial intelligence for doing tax audits, according to a new report from Avalara.