by
Jeff Stimpson
The threat of new audits, a rocky market and smaller refunds amount to a lot of changes this tax season.
by
Tracey Longo
IRS funding proposals in Biden's recent budget proposal drew fire during a House committee hearing.
by
Laura Davison
Tax hikes for the wealthy are at the center of what the White House estimates is a $3 trillion deficit-reduction plan.
by
Ben Mattlin
When a couple's attitude toward their money differ, financial plans often fail. There are ways to restore unity and save the plan.
by
James G. Blase
The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.
by
Craig L. Israelsen
If we're benchmarking our clients' portfolios, the benchmarks should look like their actual portfolios.
by
Jeff Stimpson
The performance of trusts as estate planning vehicles is often tied to the federal funds rate.
by
Jeff Stimpson
Strategic loss-harvesting throughout the year gives investors more flexibility, advisors say.
by
Nick Rosenthal
These funds can help financial professionals attain the clients and referral sources they seek to attract.
by
Charlie Wells
People who tried new things in 2022 may find it tricky to file this year.
by
Jeff Stimpson
Key provisions of the Tax Cuts and Jobs Act are due to expire at the end of 2025.
by
Christopher Robbins
The technology to unlock direct indexing's full potential is not yet in place, says MyVest CEO Anton Honikman.
by
Blake Schmidt
Wealth is fleeing most major U.S. metros in favor of mid-sized, Sun Belt cities.
by
Claire Ballentine
“You lose all your money and then they send you a tax bill,” one investor said. “And there's nothing you can do.”
by
Paulina Cachero
Nationally, singles pay nearly $7,000 extra per year for a median one-bedroom apartment.
by
Jeff Stimpson
Advisors need to be in regular communications with their clients' tax planners.
by
Tracey Longo
In his State of the Union address, the president criticized tax rates on the wealthy.
by
Jeff Stimpson
Tax planners talk about the red flags that could trigger an IRS investigation of wealthy clients.
by
Ari Natter, Keith Laing
The Treasury Department effectively expanded eligibility for a lucrative $7,500 consumer EV tax credit.
