Tax Strategies

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.

The bill would force the rich to declare their assets at current value, unlike the old law, which allowed them to report assets at their original purchase price.

The Empire State is expanding a tax break that allows smaller companies to circumvent the $10,000 limit on state and local tax deductions.

Cost segregation studies and other methods can help businesses minimize their tax liabilities — and maximize their cash for potential economic difficulties ahead.

The provisions are likely to change the tax planning used by the largest companies and their accounting firms.

Private placement life insurance, or PPLI, is a decades-old strategy that has been gaining popularity among the super-wealthy as a way to protect their fortunes from income and estate taxes.

The president is expected to sign the bill this week but hold a celebration in Washington on Sept. 6, after lawmakers have returned from their summer recess.

House Democrats delivered the final votes needed on a slimmed-down version of their tax, climate and drug price agenda.

Republicans and Democrats have been sparring over whether the extra funding will be used to audit low-income and middle-class taxpayers.

Existing and expired energy efficiency tax incentives for commercial and multifamily building owners, investors, developers and homebuilders have been expanded significantly under the act.