Federal Estate Tax Strategies To Consider Before It’s Too Late

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

‘Shadow Taxes’ That Can’t Be Ignored

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

IRS Deploys Artificial Intelligence to Catch Tax Evasion

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

IRS Ramping Up Tech to Collect Taxes

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.

QuickBooks, TurboTax Owner Launches AI for Clients

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

Taking the Mystery Out of Taxes

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)

Who’s Trying to Steal Your Clients?

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

Bigger Tax Credits For Solar May Make It Attractive for Clients

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

IRS To Target Wealthy Tax Evaders

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

CCRCs Can Offer Tax-Deductible Living

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

Latest News

More Americans Eyeing Post-Retirement Employment

More than half of all Americans — including 64% of Baby Boomers and Gen Xers — are open to work after retiring from an employer and would consider working indefinitely.

Renting More Cost-Effective than Buying in Most Major U.S. Metros

Recent data reveals a shift in the U.S. housing market, with renting now surpassing buying in affordability in all but three of the country's...

W. P. Carey Spins Off Office Assets, Setting Strategy for 2024 Exit

It will spin off a majority of its office assets into a new publicly traded REIT as the office real estate market continues to struggle.

5 Advisors Recognized for Good Works

Five financial advisors were recognized for their outstanding community contributions at the 17th annual Invest in Others Awards Gala.

Judge Rules Muni-Bond Class Action Goes Forward Against 8 Banks

A U.S. federal judge said American cities may pursue class-action claims accusing eight large banks of driving up interest rates they paid on a popular municipal bond.

High-Profile $2B Advisor Team Joins J.P. Morgan Private Bank

The team, previously affiliated with Citi Private Bank, oversees more than $2 billion in client assets.

Parents of Sam Bankman-Fried Sued By FTX

Bankman-Fried ran FTX as a "family business" and misappropriated billions to benefit insiders, including his parents, the suit says.