Behavioral economist Alex Smith thinks we spend too much time fretting about this year's taxes, and too little planning for ...

The One Big Beautiful Bill Act (OBBBA), passed in mid 2025, reshapes how many families will file their 2025 taxes.

Individuals and businesses should work closely with their financial advisers to refine tax strategies this season in light of ...

The Internal Revenue Service announced furloughs for nearly half its newly hired staff. According to IRS.gov, in May of 2024, the agency completed hiring nearly 30,000 new workers across audit, ...

Discover some top 2026 tax strategies. These income timing, retirement planning and smart investing moves could help cut taxes and grow long‑term wealth.

Wealth.com unveils Tax Planning platform unifying tax and estate strategy workflows with AI-powered analysis for advisors ...

From Data Entry to Strategy, AI Is Reshaping How We Do Taxes ...

The strategy, known as tax-loss harvesting, is selling losing assets from a brokerage account to offset other investing gains to lower taxes. Losses are typically used to offset gains, such as those ...

A new investment method that delivers impressive returns while reducing taxable income has garnered attention among high-net-worth families. This analysis explains how the strategy works, highlighting ...

This story is sponsored by B.O.S.S. Retirement Solutions. Warren Buffett credits compounding interest as a key driver of creating long-term wealth, even referring to it as the"eighth wonder of the ...

As wealth becomes more complex and scrutiny increases, simplistic planning will continue to fail sophisticated families.