Taxes

Prepare now for big changes in the federal estate and gift tax exemption. (By Keith Grissom).

Clients approaching or already on Medicare need to understand the tax implications, including the truth about Roth IRAs. (By Steven Jarvis)

AI is helping the IRS see patterns, giving it greater confidence that it can find where larger partnerships are shielding income.

Here's how the IRS already uses social media and other public sources to monitor income. With $60B in new funding, its tech use will grow.

Intuit says the service should help level the playing field for small and medium-sized enterprises, which lack the resources of larger rivals.

Here are five principles to share with all of your clients so they can start planning now for the number that really counts. (By Steven Jarvis)

I recently attended the competition’s prospecting event incognito to see how they’re trying to lure pre-retirees and retirees. (By Bonnie Sewell)

The Inflation Reduction Act expanded and extended them as part of the U.S. effort to reduce greenhouse gases contributing to climate change.

With a bigger staff, the IRS's commissioner says he will continue to improve service and crack down on wealthy tax evaders.

Continuing care retirement communities are pricy but the tax benefits may make them more affordable.