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
Eric L. Reiner
Different times call for different year-end tax moves.
by
Jeff Stimpson
The renewed focus comes as the agency increases scrutiny of high-income individuals.
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.
by
Jeff Stimpson
The looming sunset of some 2017 tax reforms is starting to figure into tax planning.
by
Tracey Longo
GOP lawmakers who hold key votes are pressing to raise the cap from $10,000 to $20,000.
by
Allyson Versprille
A group of senators want to move up the start date for crypto brokerages' reporting.
by
Jeff Stimpson
The IRS is stepping up scrutiny of clients who earn income from complex business structures.
by
Paul R. Samuelson
Older clients have different needs but can often help family members.
by
Jennifer Lea Reed
Some advisors are building bond ladders to the sky as they lock in higher interest rates while they can.
