This is a generationally significant moment—strategic action now can preserve and protect multigenerational wealth when it ...

The costs of estate planning can be significant and used to be tax deductible. The Tax Cut and Jobs Act eliminated this tax benefit, at least for now.

When retiring early, married couples can use this little-known (and legitimate) strategy to take a six-figure income every ...

Tax planning—as a component of comprehensive financial planning—is important for both individuals and businesses. Featured partner. J.P. Morgan Personal Advisors. Featured partner.

The International Ethics Standards Board for Accountants said Tuesday its first global Ethics Standards on Tax Planning, ...

New Planning Instruments: The estate planning industry would likely introduce innovative financial instruments and strategies to mitigate the potential impact of this tax policy shift.

Many of us consider tax planning as some last-minute year-end activity and apply little thought to it. It would do your finances a world of good if you changed that mindset in 2023.

Child Tax Credit. The CTC was increased from $1,000 to $2,000 per qualifying child. This higher tax credit will revert to pre-TCJA levels in 2026 to $1,000 per qualifying child. Alternative Minimum ...

With the provisions of the 2017 Tax Cuts and Jobs Act slated to sunset at the end of next year, tax planning today looks suspiciously similar to what it was at the end of 2010, when the Bush tax ...