Tax

From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning.

The IRS is rolling out a voluntary disclosure program to let businesses pay back Employee Retention Credits they claimed in error.

Financial advisors and tax professionals serving self-employed and other entrepreneurial clients start with a choice between two methods, then make careful calculations.

The top state in the ranking received a total score for financial literacy of 69.06 out of 100.

Clients who have squirreled away their savings in IRAs and other retirement accounts have new tools at the ready amid shifting rules, four experts said.

After Cetera's parent closed the acquisition of the tax-focused wealth management firm last month, departing executives received significant bonuses.

The new deduction rates apply to electric and hybrid vehicles, as well.

SMB organizations are calling for the Supreme Court to uphold the Tax Cuts and Jobs Act's Mandatory Repatriation Tax.

U.S. officials will take money away from victims of the fraud-tainted crypto firm unless a judge rejects the government's demand for $24 billion in unpaid taxes, the bankrupt company said.

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.