Individuals and businesses should work closely with their financial advisers to refine tax strategies this season in light of ...

Discover some top 2026 tax strategies. These income timing, retirement planning and smart investing moves could help cut ...

The Internal Revenue Service announced furloughs for nearly half its newly hired staff. According to IRS.gov, in May of 2024, the agency completed hiring nearly 30,000 new workers across audit, ...

The strategy, known as tax-loss harvesting, is selling losing assets from a brokerage account to offset other investing gains to lower taxes. Losses are typically used to offset gains, such as those ...

A new investment method that delivers impressive returns while reducing taxable income has garnered attention among high-net-worth families. This analysis explains how the strategy works, highlighting ...

High earners age 50 and older may lose the pre-tax 401(k) catch-up option in 2026. Here's how the new rule works and how to adjust your savings strategy.

A castle with one strong wall is still easy to conquer. The same is true in wealth planning. Many attorneys build asset protection structures—LLCs, limited partnerships or trusts—but stop there. These ...

The recently enacted “One Big Beautiful Bill” (OBBB) is reshaping the tax and planning landscape for high-net-worth (HNW) family real estate companies. With a mix of revived, expanded, and sunset ...

This story is sponsored by B.O.S.S. Retirement Solutions. Warren Buffett credits compounding interest as a key driver of creating long-term wealth, even referring to it as the"eighth wonder of the ...

Accredited investors occupy a unique position in the U.S. tax system. The SEC defines an accredited investor as someone with a net worth exceeding $1 million (excluding their primary residence) or an ...

A look at the potential taxation landscape Bitcoin holders could have to deal with in 2025 with looming changes on the horizon. Lyn Alden, author of Broken Money, has made a strong case for fiscal ...