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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
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The Internal Revenue Service audited fewer taxpayers last year, according to a new report, although audits of millionaires ticked up slightly.
January 4
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Portfolio reviews and retirement contributions are at the top of to-do lists of Morningstar, AARP and industry groups.
January 2
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From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.
January 2
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The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.
December 27
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The Internal Revenue Service is postponing for a year its requirement for e-commerce platforms, including Venmo, PayPal, Cash App and Etsy, to send tax forms to customers who have transactions of more than $600.
December 23
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There are some signs of relief that may set up savers for higher future returns, particularly in the bond market.
December 21
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An academic paper challenges the entrenched message that America faces a retirement crisis.
December 20
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The Treasury Department announced a timeline for offering more information on some of the main tax provisions of the Inflation Reduction Act.
December 19
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40 critical regulations, court decisions, laws, IRS proposals and other major changes to the tax landscape from the past 12 months.
December 15
