Tax Strategies

You get to focus on client relationships instead of pure transactions, and your client feels more valued in return.

As bonus depreciation leverages down, cost segregation professionals have to wonder what happens if bonus phases out.

Republicans on the Ways and Means Committee advanced a series of bills aimed at reducing taxes but also rolling back parts of the IRA.

A wave of new legislative proposals touch on a number of tax-related issues.

In this Vendor Spotlight, we get to know the tax solutions and support company Vertex.

The Work Opportunity Tax Credit can help offset labor shortage issues.

Portland, Oregon, may penalize higher earners more than any other large U.S. city, according to a new report.

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.