Tax Strategies

The tax-focused financial planning and wealth management company that partners with accounting firms is going private and joining a larger financial firm.

Incoherent economics; TCC requirements; the remote debate; and other highlights from our favorite tax bloggers.

Five experts helped FP compile a big list of potential deductions and strategies surrounding retirement plans and business entity structures.

Tax professionals may be unaware of the potential benefits that can be gained by partnering with a wealth manager.

Distinct tax treatments have historically separated the ETF and mutual fund categories, with the former able to avoid capital-gains levies.

A bipartisan group of four U.S. senators wants the IRS and Treasury Department to investigate whether nonprofit hospitals are abusing their tax-exempt status.

Acquaintances who want quick, off-the-cuff advice from an accountant about important financial decisions are doing themselves a disservice.

The Treasury wants to curb the use of some types of transactions by listing them as potentially abusive tax dodges.

With residency, luxe living and low taxes mere table-stakes, the availability of trained staff to help the ultra-rich run their lives and their money has become a key battleground.

Legislation to extend the 20% deduction for pass-through businesses beyond its expiration date in 2025 is attracting bipartisan support in the House and Senate.