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

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 ...

For individuals and businesses, the most meaningful shift is not tied to a single deduction or rate, but to the reduced ...

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.

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 ...

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 ...