Interactive Brokers (Nasdaq: IBKR), a global leader in automated electronic trading, has introduced new enhancements to its professional tax planning suite ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Every dollar saved isn’t just a number on a spreadsheet, it’s an opportunity to reinvest in ...

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 cuts ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...

October is traditionally a scary month for stocks, but it's also Financial Planning Month. And for good reason, financial ...

For most people, December is the month for giving. But when it comes to taxes, January should be the time to start the planning process for maximizing the tax benefits of donating to charity. One of ...

Will Pillar One’s new taxing right diminish the iconic status of the arm's length standard, and if so, with what long-term impact on tax treaties? What are the implications of Pillar One’s reliance on ...

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that ...

It probably feels as though you just filed your taxes — and here we are offering an article on midyear tax planning. The truth is that while many people are understandably tuned into tax when filing ...

With CPI-U known, planning for 2026 Medicare IRMAA is now possible. Consider whether allocations between investment accounts have become tax inefficient. Correcting inefficient investment allocations ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The implications of the case brought by Charles and Kathleen Moore [1] on the ...