Tax planning

Personal financial satisfaction declined in the fourth quarter of 2018 as stock market gyrations and the prospect of a government shutdown weighed on U.S. consumers, according to a survey by the American Institute of CPAs.

Complicated corporate tax planning tactics can produce uncertainty about taxes, in addition to the basics of company operations and finances.

She may not be in Davos, but the freshman Congresswoman’s influence is already being felt on the slopes of the Swiss Alps.

Jeff Pierce intends to grow the unit while focusing on new opportunities.

CPA financial planners share their favorite moves for kicking off the year right.

Progressive House Democrat Alexandria Ocasio-Cortez called for a sharp tax hike on the highest incomes in order to fund a massive “Green New Deal.”

People want to know if there is anything that can be done for pre-retirement medical expenses. The answer is yes.

The redesigned form is not exactly postcard size, but it reflects changes under the Tax Cuts and Jobs Act that promise to simplify the tax prep process.

The traditional talk that CPAs have with their clients has been upended thanks to the Tax Cuts and Jobs Act.

Treasury Secretary Steven Mnuchin attempted to salve worries about the federal government’s partial shutdown.

Misinformation about withholding is widespread, apparently – and an opportunity for tax pros.

Major tax reform changes that practitioners and taxpayers should keep an eye out for during filing season.

Experts share a host of strategies to put in place before the end of the year to make the most of tax reform.

It’s not too late to cut down clients' tax liability before the end of the year.

The Tax Cuts and Jobs Act that Congress passed last December produced some winners and some losers among different categories of taxpayers.

The Internal Revenue Service is providing some advice on what to do after deciding to postpone changes to the Form W-4 until 2020.

Clients need to pay attention to the tax ramifications of their cryto holdings.

Individuals who give lots of gifts to their heirs under a generous but temporary provision of the 2017 Republican tax overhaul won’t later owe taxes on them.

Wealthy taxpayers taking advantage of the increased limits won’t have to worry about them expiring so soon.

For some hedge fund investors, President Donald Trump’s tax overhaul adds insult to the injury from poor investment performance.