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
12/11/2025
The downward tick in tariff revenue breaks a streak that began earlier this year