Taxes


Bigger Tax Refunds Are Coming. Which Retailers Gain the Most.

The One Big Beautiful Bill Act will lead to heftier payments, but taxpayers and retailers won’t benefit equally.

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Some Super Wealthy Just Want to Be Taxed. Others Are Pushing Back.

About 400 millionaires called on world leaders at Davos to combat extreme wealth and inequality with taxes on the very rich

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Tax Season Starts Monday. Here’s Why Your Refund May Be Bigger.

Average refunds will be up between $300 to $1,000 for the more than 100 million taxpayers who receive refunds, according to estimates from the Tax Foundation.

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Trump Vows 'Big Retaliation' as 'Sell America' List Grows

Denmark’s AkademikerPension fund is unloading all of its Treasury debt. The the Ontario Teachers’ Pension Plan scaled back its holdings early last year.

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Trump’s Stormy First Year Has Made Us Richer. But Will We Pay Someday?

Stocks are up. The 10-year Treasury yield is down. Oil is cheap. Still, there’s one asset that shows how stressed Americans really are.

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Bessent Plays Down Trump Trade War With Europe. Sees 'Very Strong' U.S. Economy.

The treasury secretary also said a new Fed chair could be announced next week.

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China Sells Treasuries for 9 Straight Months as Foreign Buyers Snap Up Debt

Overall foreign holdings of U.S. government debt reached a record of $9.36 trillion.

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Federal Budget Gap Shows Signs of Improvement Again

The U.S. fiscal picture is improving, helped by spending cuts in education and stronger tax revenue from tariffs and wage growth.

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Stock Market Fundamentals Look Great. But Trump, Again, Is the Wild Card.

President Donald Trump has played stock market activist before. The results were mixed.

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State Wealth Taxes Would Punish Start-Ups—and Yield Less Tax Revenue Than Hoped

Economists at the University of Pennsylvania’s Wharton School worry how a wealth tax might further shrink a start-up’s odds of success.

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Furniture Stocks Rise as Trump Tariff Delay Gives ‘Breathing Room’ to Sector

Higher levies on imported furniture were slated to go into effect Thursday. They have now been pushed back a year.

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Small Businesses Got This Juicy Tax Break in the New Law

Investors in qualified small business stock got a huge boost.

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Prediction Markets Could Bring Tax ‘Loophole’ For Sports Bettors

Until the IRS says otherwise, sports betting on Kalshi and Polymarket may have a tax advantage over traditional sportsbooks.

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Forgot an IRA Withdrawal? The Mistake Is Costing Investors Billions.

Nearly 7% of Vanguard’s IRA investors age 73 and up fail to take required annual withdrawals, triggering costly tax penalties.

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GDP Growth Keeps Beating Expectations. How Hot Can This Economy Get?

U.S. economic growth has defied forecasts, even with elevated interest rates, trade disruptions, and a cooling labor market. What the experts may be getting wrong.

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12 Stocks That Dropped After Tax-Loss Selling—and Can Bounce Back

The sale of underperforming assets to lessen stockholders’ tax burden can render some stocks undervalued. An Evercore screen can help you find names that can bounce back.

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What Is Modified Adjusted Gross Income Now? Big Beautiful Bill Creates Tax Headaches for Advisors.

In some statutes, muni income counts toward modified adjusted gross income, but in the One Big Beautiful Bill Act, it doesn’t.

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Retail Stocks Could Get a Tax Refund Boost in 2026

Bank of America estimates that the One Big Beautiful Bill will result in total tax refunds rising by roughly 18%.

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Seniors, Here’s How to Lower Your Tax Bill in the New Year

There are number of ways for older Americans to manage their income, investments, and charitable contributions to pay less to Uncle Sam.

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Trump Says U.S. Poised For Economic Boom. The Numbers Tell a Different Story.

President Donald Trump promised an economic boom of historic proportions in his speech to the nation Wednesday. Persistent inflation and a weakening job market could get in the way.

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Trump’s Giving Cannabis Stocks a Lift—and the Optimism May Be Justified

After many false starts, investors are once again betting that marijuana businesses are close to seeing federal restrictions ease.

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Week’s Best: Lighten Up the Capital Gains Tax Load

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

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Cannabis Stocks Surge. Trump May Reclassify Marijuana—but White House Says a Final Decision Hasn’t Been Made.

The reclassification of the drug would reduce the tax burden on the companies.

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3 Ways to Lower Your 2025 Tax Bill Before It’s Too Late

Time is running out to take advantage of tax breaks before year end. Here are some moves to make.

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Have Capital Gains in 2025? 3 Ways to Reduce the Tax Burden.

Direct indexing and 351 exchange funds are among the innovations advisors are using to help investors limit the tax bite on their investments.

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