Tax Strategies

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

Tax firm and software provider Ryan has filed suit against the Federal Trade Commission over a rule outlawing non-compete employment agreements.

R&D amortization requirements are becoming a major issue for many companies, causing a significant tax burden they may not be able to handle.

State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.

Taxpayers and clients have scads of wrong ideas about taxes — and they have even more wacky notions about tax refunds.

Cum-Ex was a tax-driven trading strategy in which a global network of bankers, lawyers and agents exploited loopholes on dividend payout laws across Europe to reap duplicate tax refunds.

The situation in the long term still looks favorable for the IRS: It now has specific authority to attack syndicated conservation easements that are too abusive.

Experts say that busy entrepreneurs often miss incentives and advantages available to them. Financial advisors and tax professionals can give them a nudge.

Economists advising Donald Trump are pushing to keep a cap on the state and local tax deduction, limiting a valuable tax break for many residents of New York, New Jersey and California.

Biden's comments, timed to follow Tax Day, sought to highlight differences between his tax and economic agenda and Trump's.