The clock is ticking on year-end tax planning. Here are some steps to take now to lower your tax bill before filing next ...

What Is Tax Planning for Retirement? Tax planning for retirement involves strategically managing income, deductions, and credits to minimize taxes during retirement years. This process helps retirees ...

For most Americans, April 15 marks the end of “tax season.” After filing their returns, many breathe a sigh of relief and tuck away their financial documents until the next year. But smart tax ...

FP Alpha, an AI-powered advanced planning platform developed by financial planner Andrew Altfest, is now offering its tax planning software as a standalone product. The platform, which has offered tax ...

The One Big Beautiful Bill Act is one of the most significant tax reforms in recent history. It affects how we earn, save, ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The One Big Beautiful Bill Act of 2025 introduces significant changes to ...

Actress Michelle Yeoh in mid-air over the famous Hollywood sign in November 1998 in Los Angeles, California (Photo by Joe McNally/Getty Images) The Pass-Through Entity Tax may be the only time your ...

Nearly half of advisors are considering adding this service, according to the Financial Planning's October Financial Advisor ...

Taxes shouldn't drive a farm’s succession and estate plan, says Polly Dobbs, an estate planning and wealth transfer ...

Republicans cheered President Donald Trump’s signing of the “big, beautiful bill” on July 4 as “driving down energy costs.” But homeowners planning to install solar panels were hit with a tight ...

If you’re a high-income earner or someone with a diverse investment portfolio, there’s a little-known tax that can have a ...