In the United States, not every taxpayer will receive their tax refund as anticipated. Many may encounter reduced payments or ...

In today's climate of uncertainty—locally, nationally, and globally—the role of estate planners as risk managers is more ...

But can you share some other examples of that multiyear planning process to get people thinking along those lines? Slott: Yes, tax saving should be a lifelong slog. I hate to use the word ...

Kates notes that many CFPs work closely with their clients' accountants or CPAs during the retirement and income tax planning process, to be sure all data sources are coordinated and that both ...

In the Soundtrack of Our Lives, one of the songs that I still get to hear from time to time on Sirius XM, is “Still the One” ...

President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But ...

a first of its kind AI-driven feature designed to assist advisors in the tax planning process. Announced at the T3 Conference, NextGen Tax Insights empowers financial advisors with high-level ...