Tax Strategies

What happens if your client invests in a Roth IRA? What about buying a home? Or even donating to charity?

Investors tend to "chase yield" in tough economic times, but there's a price to that.

A look inside some of the green energy and energy-efficiency provisions of the new legislation, and what they'll mean going forward.

A recent study has found that the number of people who overestimate how savvy they are has grown.

The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.

The information came from the Form 990-T, the business tax returns filed by tax-exempt organizations.

Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.

Concerns have mounted over the last few days about the tax ramifications of President Biden's forgiveness of student loan debt.

The California Small Business Relief Act established the tax credit, largely in reaction to the $10,000 limit on the state and local tax deduction under the Tax Cuts and Jobs Act.

The country's progressive personal income tax schedule is undermined by deductions that largely benefit high-income earners.