Owning real estate property overseas can be a great investment. U.S. cross-border tax planning and fully understanding U.S.

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

While many will choose to use an app or purchase tax software to complete and submit their own tax forms, others are in ...

A cheat sheet for new brackets, deductions and credits you need to know for filing 2024 taxes and for this year’s tax ...

Decisions come at you fast when you have stock compensation. Year-start, before tax season begins, is a great time to make a ...

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...

Trump's tax cuts likely to be extended, estate tax may be repealed, more changes for investments, advisors should expand knowledge on crypto.

FP Alpha, an AI-powered advanced planning platform developed by financial planner Andrew Altfest, is now offering its tax planning software as a standalone product. The platform, which has offered ...

The IRS has released new inflation-adjusted figures that can impact your estate and gift planning. These numbers seem like a ...

Tax & Pensions Clinic: Our reader bought a flat for his daughter years ago and worries about his capital gains tax liability ...