Tax

The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

The agency is hoping to counter a widespread impression that people can get away without paying their taxes, according to Commissioner Werfel.

After my last column about spreading out the tax season, several readers contacted me to share their experiences about making busy season more sane.

Action; very little cash; not from around here; and other highlights of recent tax cases.

Notice 2024-49 and a new set of frequently asked questions from the Internal Revenue Service offer more clarity around the credit.

The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.

The IRS is pushing back both filing and payments deadlines for impacted taxpayers.

The head of the Internal Revenue Service's Direct File program cites careful scoping and a blended team of government and private sector for making it work.

Estate attorneys are creating revival trusts aimed at extending wealth until people who get cryonically preserved can be revived, even if it's hundreds of years later.