Tax Strategies

NDH acquired McGowan Guntermann; Kostelanetz combined with Welty; and Avantax added Erin Hinzmann.

Trump and his advisors have floated plans — on immigration, trade, taxes and the Federal Reserve — that could significantly alter the current calculus.

If marijuana is reclassified, lots of businesses may want to reconsider their structure.

These competing factions of outside advisors are offering sometimes conflicting plans on tariff hikes, China, health care and taxes.

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

Tax firm and software provider Ryan has filed suit against the Federal Trade Commission over a rule outlawing non-compete employment agreements.

R&D amortization requirements are becoming a major issue for many companies, causing a significant tax burden they may not be able to handle.

State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.

Taxpayers and clients have scads of wrong ideas about taxes — and they have even more wacky notions about tax refunds.

Cum-Ex was a tax-driven trading strategy in which a global network of bankers, lawyers and agents exploited loopholes on dividend payout laws across Europe to reap duplicate tax refunds.