A single life event like an inheritance or home sale can complicate your tax situation. Some of these tax triggers may change ...

Many people are thinking about what new tax credits and deductions they may be able to take this year. Tax time is also an opportunity to plan ahead for next year. Sharon Epperson speaks with Bill ...

Effective tax planning begins well before tax season, and early conversations lay the groundwork for greater clarity and ...

The OBBBA reshaped several baseline assumptions for 2026 planning around state and local tax, above-the-line deductions and updated inflation adjustments.

As we approach the final weeks of 2025, American taxpayers face a unique window of opportunity. The sweeping One Big Beautiful Bill Act (OBBBA), signed into law this past July, represents the most ...

Preparing your taxes can be stressful, time-consuming, and overwhelming. Below, we’ve collected some tips, dates, and resources to make the tax process smoother for you. Your deadline for 2025 ...

Forbes contributors publish independent expert analyses and insights. Many people confuse filing their taxes with doing tax planning. These are two very different services; ignoring this fact can ...

Tax strategy doesn't just happen in April. While it may feel like you just filed your 2024 taxes a minute ago, the time to set yourself up for success in your 2025 taxes is now. Most high earners with ...

Debbie Taylor, the recently appointed chief tax strategist at Carson Group, has seen the benefit of offering tax strategy and services at her wealth management firm for more than two decades. Her ...

GREENWICH, Conn.--(BUSINESS WIRE)-- Interactive Brokers (IBKR) (Nasdaq: IBKR), an automated global electronic broker, has introduced enhancements to its professional tax planning toolkit with the ...

Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely -- because it'll shape your tax bill today and potentially decades from now.

A lot of tax planning during the first half of 2025 was focused on what might happen if the individual provisions of the Tax Cuts and Jobs Act were allowed to expire at the end of 2025. Thanks to the ...