Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose ...

When my wife pointed out that our combined income would affect our Roth IRA contributions, I realized I needed to learn more ...

As tax season approaches, financial advisors find themselves in the thick of a busy period filled with client demands and deadlines. However, this hectic time also presents an overlooked opportunity ...

With the exception of tax preparation, how do you determine when a certified public accountant (CPA) is needed versus a financial advisor for financial guidance? – Joyce In many cases ...

Be cautious of advisors who offer one particular tax ... which are tactics that are potentially problematic and utilized to evade tax. Your CPA can help ensure you’re in compliance and aren ...

Tax law is constantly changing, and the CPA can often bring new concerns to the attention of both the financial advisor and client. Financial advisors cannot offer specific tax advice, but even ...

If your financial adviser and certified public accountant (CPA) aren't already talking, this tax season would be a great time to introduce them. Most people understand the importance of having ...

The Tax Adviser—the magazine of planning, trends, and techniques—reports and explains federal tax issues to tax practitioners.

Please consult your legal or tax adviser regarding your specific situation ... estate planning lawyer, CPA and more — could serve all of your tax, estate and retirement planning needs.

Some financial advisors have in-house tax specialists, but at other times ... develop long-term professional relationships with their CPA that can be just as personal as their relationship ...

Keep reading Forbes Advisor for the chance to see the answer ... TurboTax, a product of the financial, accounting, and tax-preparation software provider Intuit, has been around for nearly 40 ...

How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about getting organized for tax season.