Tax

The Financial Technology Association has gone to court, claiming the state's remittance tax is invalid because it infringes on the dormant commerce clause and import-export clause in the U.S. Constitution, which prohibits states from enacting laws that discriminate against foreign commerce and from taxing imports and exports without Congress' consent.

A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.

The bill imposes a $10 fee on transactions under $500 with an additional 2% fee for transactions exceeding that threshold. It comes amid continued pressure from the Trump administration, which has been pressing states to enforce its restrictive immigration policies and mass deportations.

Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.

Canada's largest bank beat Wall Street's expectations in the second quarter. But some analysts were puzzled by RBC's decision to shrink its provisions for credit losses at the same time as its executives were acknowledging "elevated" macroeconomic uncertainty.

Rating agencies, infrastructure analysts and stakeholders are asking questions about the modeling assumptions underpinning data center financings.

Allowing clients to surrender or lapse life insurance policies before gauging value on the secondary market amounts to a fiduciary fail, argues Cole Hallman of Citizens Life Group.

Tipalti has developed a set of agentic artificial intelligence agents designed to help businesses navigate transactions and apply for refunds.

Parents who don't effectively communicate estate plans to their children set them up to fail financially, emotionally and relationally.

Financial advisors can differentiate themselves by knowing when to apply the tax-friendly strategy — and when to take a pass.

As RIAs look to offer more holistic planning, many are partnering with CPA firms to deliver tax expertise without the cost and complexity of building it in-house.

The latest rise in property tax collections at the end of last year continued a nine-quarter streak of increases, according to the National Association of Home Builders.

The Office of the Comptroller of the Currency and 10 former officials filed amicus briefs that provide legal heft to banks battling the state of Illinois over a law that removes sales taxes and tips from interchange fees.

Many homeowners and first-time buyers are surprised by rising property taxes and insurance, which can sharply increase monthly mortgage costs beyond principal and interest.

Following a major Supreme Court ruling on tariffs, which drew a quick response from President Trump, banks and their commercial clients are expecting trade issues to remain in flux for the foreseeable future.

Key measurements of small businesses' health remained stable in 2025, according to a new study by the 12 regional Federal Reserve banks. But those firms' optimism about the future reached its lowest point since 2020.

Fintech lenders are positioned to help businesses navigate the latest round of global tariffs announced by President Trump, even as the volatility causes overall decreases in loans.

The Royal Bank of Canada's base outlook is that tariffs will remain at their current levels. But it also sees a possibility that U.S. trade policy will bring on a severe North American recession.

President rushes to preserve tariff agenda following Supreme Court ruling against his use of an emergency-powers law.

Treasury Secretary Scott Bessent said in a public appearance in Dallas Friday that the administration will seek alternative means of enacting the White House's tariff agenda after the Supreme Court struck down the tariffs as outside the bounds of the law.