The structure of a portfolio plays an important role in the productivity of a tax-loss harvesting algorithm.

Despite the initial drama, issues were resolved quickly and without court involvement.

Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals.

The star is fighting back against a notice of deficiency.

What happens if your client wants to leave assets to friends rather than relatives?

Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income.

Daniel Werfel says there’s no target on small businesses.

Sale at auction could result in half of the hammer price going to taxes and fees.

An overview of some of the important estate-planning proposals included in the 2024 Green Book.

A due care checklist is an invaluable tool.