Taxes

There’s still close to a month left for 940,000 people to file and collect refunds that are typically over $900.

Here are planning considerations for advisors, plus some of its pitfalls and proposed tax changes that may limit its use. (By Keith Grissom)

Real tax planning is about more than just this year’s tax return; what looks like a great deal may not be. (By DJ Hunt)

Companies are falsely claiming that FSAs and HSAs cover or reimburse general health and wellness expenses.

Researchers from top universities and the Treasury Department say the 2017 corporate tax cuts boosted investment, but have been expensive.

Do you have executive clients who might be using a corporate jet for personal use? Tell them the IRS has announced a crackdown.

Inherited IRAs can be a valuable planning tool for these clients if they know the rules they must follow. (By Kristin Carleton)

The cap on state and local tax deductions (SALT) would be doubled — at least temporarily — if a group of Congressmen get their way.

The effort is a test of whether a dysfunctional Congress can pass major legislation in an election year.

The effort is part of a broader push across the country by progressive groups that hope to shake up the tax system.