Taxes

Policymakers should step in to correct the fiscal imbalance sooner rather than later, Casey Burgat writes in a guest commentary.

Barron’s gives tips for avoiding unfair penalties, withheld refunds, or drawn-out grievances with the IRS.

The Democratic senator from Massachusetts estimates the additional taxes would raise $6.2 billion.

The best after-tax returns will come from implementing tax planning strategies across decades, not months.

The 351 ETF exchanges are increasingly popular, but they are complex and may get additional scrutiny from the IRS.

Stocks drops can be opportunities to do tax-loss harvesting, Roth conversions or gift battered shares you expect to bounce back.

States are trying to balance plugging budget holes to cover basic public services and spurring economic growth.

When Richard the Lionheart led crusades to the Middle East they were funded by crippling taxes at home. President Donald Trump’s war in Iran could well hit regular Americans’ pockets and draw the same ire from markets.

Refunds rose 11.5% through the end of February, providing a boon to high-income households, in particular.

Many small businesses can get research and development tax deductions or credits under last year’s tax law.

Our national debt is a spending problem, not a revenue problem. Tax hikes alone can’t solve the problem—and they might even make it worse, Adam Michel writes in a guest commentary.

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

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

Former IRS Commissioner Danny Werfel says Prime Meridian will remain free and limited to tax situations the artificial-intelligence model can handle.

A tax professor argues for replacing the estate tax with an inheritance tax and reforming the federal income tax code to include investment gains.

With passage of the One Big Beautiful Bill Act in 2025, trusts that were created years ago to shield wealth from onerous federal estate taxes may be unnecessary.

Democratic lawmakers raise questions about the efficacy of the government’s lone remaining free filing option.

While the idea of tariffs paid by foreign countries and generating enough revenue to replace Americans’ income tax sounds appealing, tax experts say both premises are untrue.

Salesforce’s outlook underwhelms, Paramount’s Ellison sees Warner Bros. as growth ‘accelerant,’ tax experts skeptical Trump’s tariffs can replace income taxes, and more news to start your day.

The tip of the iceberg? FedEx is looking for a tariff refund from the U.S. Court of International Trade.

Shares of office-focused SL Green have plunged this year on weaker earnings and a dividend policy shift. A rebound in Manhattan leasing and affordable valuation could reward long-term holders—but income investors face real risks.

The IRS is considering the impacts of Winter Storm Fern.

Businesses face another year of unrelenting uncertainty, Dana Peterson writes in a guest commentary.

Artificial Intelligence may find deductions or credits you missed, catch an error on your tax return, or spot a red flag that could lead to an audit.

Advisors benefit when accountants refer clients, but the most fruitful partnerships go much deeper than a simple handoff.