Tax Strategies

Clients may be able to save thousands in taxes and prepare for a better future with the introduction of even the most rudimentary financial planning.

Plus, Gusto announces 75 new features; Infinite Ties launches new FanCAS-Kit; and other accounting tech news and updates.

The Justice Department's order delivers meaningful tax relief to the medical cannabis industry and signals a serious federal effort to align with state laws.

Charles Schwab is becoming the latest brokerage to rein in a booming but potentially risky part of its business.

The Treasury Department said the IRS will be revising the Form 990 to uncover fraud and hidden sources of funding at tax-exempt organizations.

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

The IRS posted an updated fact sheet on the tax rules surrounding educational assistance benefits after the passage of the One Big Beautiful Bill Act.

A short seller is taking aim at the more than $1 trillion that's invested in strategies that reduce taxes for the rich — putting one of the U.S.' most staid money managers in its crosshairs.

Plus, Tieout announces launch; LogicGate touts Config Newton, an agentic GRC Engineer; and other news and updates from the accounting tech world.

Frank Bisignano testified on Tax Day during a Senate hearing about this past filing season and how IRS operations were affected by the new tax deductions.