Tax strategies

The governor's $227 billion budget includes proposals that would make it easier to convert older office buildings into residential use.

Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.

Relationships between a wealth management company and a law firm soured and spilled into a Quebec court.

Sens. Ben Cardin, a Democrat, and Tim Scott, a Republican, introduced bipartisan legislation to offer tax credits for tips to beauty services providers.

Senate Democrats plan their own political counter-programming to House Republicans' threats of wide-ranging probes, taking on issues like corporate tax avoidance and union-busting.

The 2023 season just opened, but you should still plan now for next year.

Amid the end of pandemic credits and investment losses, filing a federal return this year has sobering moments.

SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.

Rep. Jason Smith will lead the powerful House Ways and Means Committee.

The new year brings a new tax season and the opportunity to advise clients on ways to save money on their taxes.

U.S. and European investment into mainland China has largely been channeled through offshore vehicles set up by Chinese companies in tax havens.

The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.

The next generation of the ultra-rich say they're ready for succession. The executives responsible for managing families' fortunes aren't so sure.

An academic paper challenges the entrenched message that America faces a retirement crisis.

Chances are dimming that Congress will take up a multibillion-dollar package to renew a cluster of business tax breaks and provide a more generous child tax credit before lawmakers leave Washington for the year.

If the program ultimately moves forward, tax professionals should know about the rules when advising their clients.

Billionaire hedge fund manager Ken Griffin sued the Internal Revenue Service, claiming it failed to protect his confidential financial information.

Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.

The service is reacting to recent court decisions challenging its ability to classify the investments as abusive schemes.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.