Tax Strategies

Plus, Sage rolls out AI enhancements for reporting, AP, sales; Datarails launches Spend Control solution for contract visibility.

Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.

The basics of the car loan interest deduction is that it must be a new vehicle assembled in the United States, with the loan being a first lien on the vehicle.

Missed IRA RMDs can cost clients thousands, Vanguard research shows. But financial advisors can help erase tax penalties and avoid future ones with a few key strategies.

The announcement adds a prominent voice to a debate that has divided top Democrats and rattled Silicon Valley's elite.

The OBBBA reshaped several baseline assumptions for 2026 planning around state and local tax, above-the-line deductions and updated inflation adjustments.

New OBBBA restrictions mean wealthy donors lose deductions on smaller, routine gifts. Here is how to use DAFs and donation grouping to preserve tax benefits.

Notice 2026-11 from the IRS provides guidance on the permanent 100% additional first-year depreciation deduction provided by the One Big Beautiful Bill Act.

Neuberger Berman is buying a $1.2 billion minority stake in tax advisory and software provider Ryan LLC.

Tax season is starting as a number of new provisions of the One Big Beautiful Bill Act take effect.