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The new year brings a new tax season and the opportunity to advise clients on ways to save money on their taxes.
January 5 -
The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.
December 27 -
An academic paper challenges the entrenched message that America faces a retirement crisis.
December 20 -
If the program ultimately moves forward, tax professionals should know about the rules when advising their clients.
December 14Vice president, U.S. government affairsWolters Kluwer Tax & Accounting North America -
The large gift to charity would have helped reduce what Musk has described as the biggest tax bill in US history.
December 13 -
Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.
December 13 -
From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
December 6 -
Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.
December 4 -
With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.
November 27 -
Donor-advised funds are under scrutiny for providing a tax break but not funneling money to charities.
November 23