Tax strategies

The tax-focused financial planning and wealth management company that partners with accounting firms is going private and joining a larger financial firm.

Five experts helped FP compile a big list of potential deductions and strategies surrounding retirement plans and business entity structures.

Tax professionals may be unaware of the potential benefits that can be gained by partnering with a wealth manager.

Distinct tax treatments have historically separated the ETF and mutual fund categories, with the former able to avoid capital-gains levies.

Acquaintances who want quick, off-the-cuff advice from an accountant about important financial decisions are doing themselves a disservice.

The Treasury wants to curb the use of some types of transactions by listing them as potentially abusive tax dodges.

With residency, luxe living and low taxes mere table-stakes, the availability of trained staff to help the ultra-rich run their lives and their money has become a key battleground.

Legislation to extend the 20% deduction for pass-through businesses beyond its expiration date in 2025 is attracting bipartisan support in the House and Senate.

The service is offering a program to speed up processing of requests for letter rulings from its associate chief counsel, mostly on behalf of corporations.

The Senate Finance Committee is questioning whether the sum from Leon Black amounted to gifts for which the private equity leader owes taxes.

GOP members of the Ways and Means Committee want to prevent an international tax agreement backed by the Biden administration from taking hold.

Forty of the most important court cases, revenue rulings, laws, regs and other guidance in the world of tax.

Green is costing green; Moore to come; disaster disbelief; and other highlights from our favorite tax bloggers.

Mayor Michelle Wu's proposal is the latest example of a city seeking to address the challenges of remote work hitting downtowns and a lack of affordable residences.

U.S. prosecutors and IRS agents are looking to build cases against individuals suspected of illegally taking advantage of breaks that lured crypto traders and fund managers.

The wealth management firm has made a strategic investment in a tax and advisory firm.

Global corporations are hoping to fend off requirements for reporting on the amount of taxes they pay in each jurisdiction, while regulators are moving forward cautiously with imposing such rules.

A recent study of companies with enterprise resource planning systems found they are correlated with lower tax burdens and more aggressive tax positions.