Life is going to get easier for investors-and more demanding for advisors-to report capital gains on stocks.
Business owners, philanthropists and others can find deductions to offset increased taxes resulting from Roth conversions this year.
U.S. lawmakers are on the verge of a long-awaited mutual-fund tax overhaul that could be a real help to individual investors.
Democrats delayed a congressional vote on extending Bush-era tax cuts until after the Nov. 2 elections, setting up a showdown-expected before year's end-with Republicans.
The U.S. Senate won't pass an extension of the Bush-era tax cuts before the November 2 elections, second-ranking Democrat Dick Durbin said today.
While this year's lapse in the estate tax hogs the spotlight, a lesser-known gap is offering many affluent older people a tax-free way to pass on some of their wealth to grandchildren.
(Dow Jones) Many heirs may be feeling more frustrated than lucky, in what should be a very fortunate year for them tax-wise.
(Dow Jones) As speculation mounts that U.S. lawmakers will let Bush-era tax cuts on dividends lapse, some wealth managers are considering revising clients' portfolios to minimize the tax hit.
Business investment tax credits have a mixed track record.
The way the U.S. government taxes capital gains makes little sense. That in itself is not surprising. But it is counter-productive when it comes to long-term capital formation.
Is it finally time to convert a traditional individual retirement account to a Roth? And if so, how should you do it?
A tax strategy that allows real estate investors to roll over capital gains from the sale of a property to a new one needs to be used with more caution these days.
A new U.S. law that is part of a crackdown on tax havens means that wealthy clients will be hit with stricter filing requirements next tax season.
Many clients want to control how quickly their children can draw down the retirement accounts they inherit, but setting up trusts can sometimes be a complicated and risky process.
Deflation is possible, and increased taxes are on the way for the highest earners, says the president of Wilmington Trust Investment Management.
Another shoe may be dropping on a troubled strategy used by scores of executives to avoid big capital gains taxes.
How might your taxes change if the Bush tax cuts expire? This tax calculator may give you a quick idea.
A plan to make companies big and small disclose any risky tax positions is getting a very bad reaction from tax advisors.
The crackdown on offshore tax evasion has officially moved beyond UBS AG, and Switzerland.