At least one rule enshrined by President Biden's administration appears safe under President Trump's team. Here's how a 2019 law changed taxpayer disputes.

Heading into 2025, there are reasons to be cautious. Most are related to the new administration and the prospect of retaining ...

We brandish calculators and sophisticated software to free clients from nagging tax liabilities and penalties. One tool that seems to surface more and more in our daily quest to help clients is the ...

Two advocacy groups and a number of broker/dealers formed a coalition seeking Congress to expand the Section 199A ...

“It is essential that investment advisors receive the same support as other small businesses,” said Karen Barr, president and CEO of the IAA, in a statement. “These professionals help millions of ...

How Jared Tanimoto, Founder and Financial Advisor of Sedai Wealth, is talking to his clients about the financial side of expanding their immediate family.

Liebman added that structure is of critical importance when it comes to intra-family loans. At a minimum, the loan should be ...

Portfolio diversification is just the beginning. Once you're ready for more advanced investing strategy, consider these ...

Looking for personalized investment advice? Compare the best online financial advisors, robo-advisors, and platforms to meet ...

Decisions come at you fast when you have stock compensation. Year-start, before tax season begins, is a great time to make a ...

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm ...