New academic research shows how corporate investments in AI help tax managers integrate tax planning with business strategy, ...

Four ways to reduce the tax impact of annual IRA required minimum distributions that investors need to start taking by age 73 ...

The new federal tax deduction could dramatically reduce your tax bill this year. But it's not exactly tax-free. We break down the critical rules and qualifications.

From leveraging the new senior bonus deduction to timing Roth conversions, smart tax planning is key this year.

There are plenty of ways to reduce taxes on retirement investments. Wealthy investors in particular can benefit from more ...

If you use an accountant, it’s a good bet they send you a tax organizer, either paper or digital; such forms often come ...

With the tax filing season already underway, revised 1040 instructions make the tips deduction more complicated and limited ...

Active managers are in a new gold rush, racing to develop strategies that can help wealthy Americans crush their tax bills.

Some of the biggest tax changes in years could hit your federal return right now. From untaxed tips and overtime to a new ...

Ahead of the approaching tax season, finance expert Edward Lyon held a workshop with book co-author Michael Jaspan.

As tax season wraps up, reviewing deductions, expenses and retirement contributions can help keep more money in your pocket ...