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Tax

03/02/2026

Canada’s job growth stalls, Big Six banks exceed earning expectations and Trump tariffs: Business and investing stories for the week of March 1

They expect legal challenges to the tariffs, specifically, a new round of lawsuits to emerge in the coming weeks.

02/24/2026

april Launches Integrated Tax Platform for Wealth Managers

It purports to give advisors a real-time view into client tax workflows, documents and insights while enabling a more efficient filing process.

02/23/2026

Tax refunds jump 14% over last year

A few weeks into filing season, the IRS has received just over 32 million returns and issued nearly 13 million refunds

02/12/2026

Progressive California lawmakers’ new tax proposal targets international corporations

The effort, which would rewrite tax law for multinational corporations crafted during Gov. Ronald Reagan’s tenure, could raise \$3 billion to $4 billion annually at a time when the Legislature faces a budget deficit and federal cuts threaten social

02/06/2026

How Trump’s child tax credit changes could impact your refund this season

Nearly 37 million returns claimed the child tax credit or credit for other dependents during tax year 2022, based on the latest IRS estimates.

01/15/2026

Mosaic builds out global transactional tax-risk team

The group distinguishes itself in complex tax issues and operates on a one-team global platform

01/15/2026

Will California’s ‘billionaire tax’ trigger an UHNW exodus? Wealth managers weigh in

With Californian billionaires potentially facing a five per cent wealth tax from November 2026, could an exodus of the ultra-wealthy be on the horizon?

12/18/2025

Tax reform expected to push Brazilian wealthy to invest more abroad

Nau Capital and Avenida gather 40 family groups with average wealth of R$300m for immersion event: dividends, alternative assets, tax strategies, and rare wines

12/11/2025

Tariff revenue dipped slightly in November after Trump pulled back on grocery store duties

The downward tick in tariff revenue breaks a streak that began earlier this year

12/11/2025

Indianapolis Tax-Focused Firm Launches RIA With Dynasty

Storen Financial was previously affiliated with LPL Financial and Brass Tax Wealth Management, an RIA recently acquired by Waverly Advisors.

12/10/2025

Proposed wealth tax targets billionaires to fill California health care gap

With those cuts targeting Medicaid and other public health programs, advocates of the ballot measure say the state’s healthcare infrastructure is at serious risk.

11/27/2025

Cetera Financial Specialists adds Callero Capital Management

Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners.

11/27/2025

Grant Thornton Advisors adds Puerto Rico, Brazil, and Poland firms

As with most private equity purchases, Grant Thornton US was split into legally separate audit and consulting businesses.

11/20/2025

Broadridge and Xceptor Partner to Transform Global Tax Reclaims and Asset Servicing Operations

New integrated solution automates withholding tax relief and reclaims processes, minimising risk and enhancing compliance across global markets within Asset Servicing

11/19/2025

The tariff genie will not go back in the bottle

The Supreme Court is currently considering the legality of tariffs imposed by President Donald Trump under the International Emergency Economic Powers Act (IEEPA).

11/17/2025

Switzerland seals deal slashing US tariffs

The agreement, which follows a Swiss business delegation visit to the White House, improves the outlook for the Swiss economy.

10/02/2025

IRS Is About To Relax Tax Rules For Crypto Giants In the US

This new guidance responds to significant pushback from companies like MicroStrategy and Coinbase.

09/25/2025

Facet Brings Tax Prep Services to Subscription Members

Facet has white-labeled technology from april, an embedded year-round tax platform, to bring tax prep and tax filing capabilities to its flat-fee membership plans.

09/23/2025

OECD warns tariffs will hit U.S. economic growth hard

So far, the OECD said, many companies have absorbed much of the shock by taking hits to their profit margins and using up existing inventories.

08/29/2025

Trump tariffs live updates: Brazil moves to retaliate against Trump tariffs; de minimis exemption ends

The European Commission proposed on Thursday to withdraw all tariffs on imported US industrial goods in a bid to speed up the removal of US duties on European cars.

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