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 ...

Compare the best tax software for 2026, including pricing, features and free filing options to choose the right platform for ...

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 ...

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.

WEALTH-ISA today announced the launch of its digital wealth planning platform designed to help individuals manage savings and ...