Tax Planning

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Christie Rails Against Estate Taxes New Jersey Can’t Do Without

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Though Gov. Chris Christie says he wants inheritance and estate taxes gone, he’s fallen too short of a promised fiscal resurgence to do so.

It's Not Just You: It's Really Taking Longer To Do Your Taxes

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The more complicated your investments, the more likely it is that you won't have everything you need to file your taxes by April 15.

High-Income Earners Pay The Least Amount Of Taxes In These 10 States

by FA Staff

For high-income residents, the tax structure in these 10 states allows them to keep more money in their pocket, according to a new survey.

High-Income Earners Take Biggest Tax Hit In These 10 States

by FA Staff

High-income residents in these states spend the greatest percentage of their earnings on sales and excise, property and income taxes, according to WalletHub.

Tax Advice From David Foster Wallace

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The late novelist was obsessed with taxes and the IRS.

SEC Charges HD Vest With Failing To Supervise Registered Representative

by FA Staff

The SEC today charged Irving, Texas-based HD Vest with violating customer protection rules after failing to adequately supervise Lewis J...

Prepare To Wait For Tax Help

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Excruciatingly long holds on IRS's help line this year mean that taxpayers need to find better ways to get their questions answered.

Sailing To The Coasts

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Martin Bicknell's rollup firm Mariner Wealth has been aggressively acquiring RIAs and investment managers.

529s Still A Haven (For Now)

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Reaction to Obama’s proposal shows how prized 529 plans are.

How New York Hunts Down Tax Refugees

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Few states are as strict about residency rules as New York, which means that if New Yorkers want to leave—and take state tax revenue along with them—they must prove they really are gone.

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