Effective tax planning begins well before tax season, and early conversations lay the groundwork for greater clarity and ...

Individuals and businesses should work closely with their financial advisers to refine tax strategies this season in light of ...

The OBBBA reshaped several baseline assumptions for 2026 planning around state and local tax, above-the-line deductions and updated inflation adjustments.

Donating to charity is a great way to show your giving spirit and can help save money at the same time if you follow key ...

The most pressing tax law developments of the past month.

Agility and planning are king in the world of taxes. As 2024 wraps up and a number of tax provisions potentially sunset in 2025, it is critical that tax teams are thinking ahead and checking the boxes ...

With the federal estate tax exemption at historically high levels, most family farms are no longer at risk of paying federal ...

WEALTH-ISA today announced the launch of its digital wealth planning platform designed to help individuals manage savings and ...

Many investors don't plan for future taxes when funneling money into pre-tax 401(k) plans and traditional individual retirement accounts. But as balances grow, "your IRA is an IOU to the IRS," said ...

An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries directly, while separate estate taxes may apply before assets are distributed.

SAN FRANCISCO - JUNE 16: Same-sex couple Del Martin (L) and Phyllis Lyon (R) are married by San Francisco mayor Gavin Newsom (C) in a private ceremony at San Francisco City Hall June 16, 2008 in San ...