by
Karen DeMasters
Donors also are responding to ongoing needs in areas like Ukraine, Fred Kaynor said.
by FA Staff
The agency said it is also looking to make changes to Form 1040 that would make filing easier for taxpayers.
by
Tracey Longo
The IRS says it will send out 30 million additional 1099-K forms in January.
by
Paulina Cachero
A 5.4% bump in the standard deduction and a boost to 401(k) contribution limits are among the tweaks to account for inflation.
by
Jeff Stimpson
Section 1202 of the IRS tax code has long allowed taxpayers to deduct the sale of certain small business stock.
by
Karen DeMasters
Many clients may be unaware of recent IRS inflation adjustments that could save them money, Edward Renn says.
by
Robert Battista
Scale is the biggest challenge--and opportunity--financial advisors will face in 2024.
by
Jeff Stimpson
The IRS crackdown on wealthy taxpayers includes a renewed focus on trusts, advisors say.
by
James G. Blase
A donor-advised fund can help retirement plan beneficiaries with the tax bite.
by FA Staff
An S&P Dow Jones report shows in stark terms how taxes hurt active funds' performance.
by
Erik Wasson
Aid to Israel, generally agreed upon, is now tangled in partisan tax arguments.
by
Martin Z. Braun
The November winning streak will be tested this year if the economy defies expectations and strengthens.
by
Jeff Schlegel
The Virtus KAR Mid-Cap Core Fund has navigated this space with top-notch results.
by
Paul R. Samuelson
Older clients have different needs, which often include the need to help family members.
by
Jeff Stimpson
The renewed focus comes as the agency increases scrutiny of high-income individuals.
by
Eric L. Reiner
Different times call for different year-end tax moves.
by
Jeff Stimpson
Data indicate many taxpayers are failing to report profits from crypto, the agency says.
by FA Staff
The ETFs join a $229 billion muni lineup including the $29.3 billion Vanguard Tax-Exempt Bond ETF.
by FA Staff
The LPL Business Solutions service will match advisors with LPL tax specialists.
by
Jeff Stimpson
The agency isn't above mistakes, especially when it comes to the tax filings of the wealthy.
