Year-end planning steps to time income and deductions, avoid underpayment penalties, maximize tax breaks and navigate AMT rules for 2025 and 2026.

Thanks to market swings, evolving tax laws and new technology, it may be a good year to consider tax-loss harvesting – a ...

In the fast-evolving world of digital currencies, understanding how to efficiently manage crypto taxes is crucial for investors aiming to ...

As major indexes rebound from recent drawdowns, investors face the challenge of managing portfolios that may look very different than they did at the start of the year. One strategy to consider is tax ...

When people think about tax strategies, they tend to think of things like itemized deductions, charitable donations or maybe a well-timed retirement contribution. But for high-income earners or those ...

Long-term capital gains — that is, on assets held for a year or longer — are taxed at a 0%, 15% or 20% rate, depending on ...

Roth conversions are one of the most powerful financial planning tools available. While they’re not right for everyone, for many investors, a Roth conversion can unlock huge tax savings. There are ...

Learn the tax strategies the top 5 percent are using in 2025 and discover how dual-income couples can apply them to save more ...

Financial advisers can use tax-efficient donor-advised funds to help clients maximize philanthropic impact through strategies ...

By understanding the limitations, timing rules, and interactions with other tax provisions, taxpayers can strategically incorporate bonus depreciation into their broader tax planning framework.

The Trump megalaw opened more pathways to tax savings on real estate investments atop the substantial ones that were already available. "The opportunity zone benefits really phased out, so if this ...