The OBBB's impacts on tax planning in 2026 are taking shape, amplifying the need for financial advisers' expertise in ...

In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on the 20% deduction for qualified business income or QBI ...

In a private annuity sale, you transfer a highly appreciated asset to an irrevocable trust in exchange for a lifetime annuity ...

A constitutional amendment blocking future taxes on realized and unrealized capital could raise interesting questions for other states.

New charitable giving tax rules will soon lower your deduction for donations to charity — here’s what you should do now.

The IRS has increased the capital gains tax income thresholds for 2026. You'll need this information to help minimize your ...

Even with the promise of ‘triple tax benefits,’ a health savings account might not be the best health plan option for ...

Recent tax changes, including an extra $6,000 deduction for those 65 and older, present a golden opportunity for retirees to ...

The D.C. City Council decoupled from the new 2025 Trump tax law, thereby removing local income tax savings tied to the new "no tax on tips" deduction and the $6,000 "senior bonus" deduction. This ...

What you do in the five years before retirement and the first 10 afterward — known as the Critical 15 — can establish how ...

Take our RMD quiz to test your retirement tax knowledge. Learn about RMD rules, IRS deadlines, and tax penalties that could ...