06/30/2026
The annual obligation to report foreign financial accounts gets more attention with each passing year as the federal government adjusts penalties for inflation and intensifies enforcement on undisclosed offshore holdings.
06/26/2026
For wealth firms willing to offer more integrated tax services have several options to solve for lack of expertise, seasonal strains, and other challenges around tax prep work.
06/11/2026
Acquisition reinforces Baker Tilly's long-term commitment to New York and expands its presence in the world's leading financial center.
06/03/2026
Senator says companies are shifting profits offshore
05/28/2026
The expansion of qualified small business stock is a prime example.
05/13/2026
The study also found that clients increasingly focus on net buying power—the after-tax outcome—rather than headline returns.
04/16/2026
There is no justification for a regressive system in which the super-rich contribute less than the rest of us
04/16/2026
TaxStatus is building on its integration with Advice.ai, giving advisor clients free access to 12 tax planning strategies
03/27/2026
Organization to serve as preferred accounting and implementation partner for AI-driven financial platform
03/26/2026
Proponents are collecting signatures to get the tax on the November ballot.
03/25/2026
U.S. financial intelligence units need better access to tax data.
03/16/2026
Under the alternative maximum tax, eligible filers compute their income tax under both the standard rate schedule and an alternative calculation, then pay whichever amount is lower.
03/02/2026
They expect legal challenges to the tariffs, specifically, a new round of lawsuits to emerge in the coming weeks.
02/24/2026
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
A few weeks into filing season, the IRS has received just over 32 million returns and issued nearly 13 million refunds
02/12/2026
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
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
The group distinguishes itself in complex tax issues and operates on a one-team global platform
01/15/2026
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
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