Tax

From shopping for better interest rates to tax strategy to cash flow, financial planners can play a vital role in helping clients prepare to take out a mortgage.

The CEO of a Michigan credit union was ousted after an AI-altered photo of her family wearing "Lake America" sweatshirts went viral, drawing criticism from Canadians.

Private-placement life insurance can offer tax-free growth and alternative investments for ultrawealthy clients, but advisors warn it isn't right for everyone who can afford it.

Recent tax law changes are prompting businesses to rethink entity structures. Here's what financial advisors need to know when guiding clients or making decisions about their own RIAs.

State-level estate taxes can be imposed at much lower thresholds. From domiciles to the timing of moves, here's what financial advisors should keep in mind.

In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.

A bipartisan bill awaiting a Senate vote aims to reduce tax burdens for financial fraud victims by restoring an expanded personal casualty loss deduction.

Taxes can erode portfolio value in ways that add up over time. Explore five active investment strategies that can reduce capital gains tax impacts for clients.

Anxieties over AI drew attention from Democrats and Republicans during Treasury Secretary Scott Bessent's testimony at the House Financial Services Committee.

Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.

While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal to get a deduction.

The proposed investment rules for Section 530A accounts, also known as Trump accounts, limit choices, and advisors say that could make decisions easier.

dLocal, whose clients include Amazon and Uber, is trying to build a global transaction network amid a heightened awareness of "payments sovereignty." Yang Yang Zhang, dLocal's new APAC head, spoke with American Banker about how the firm is managing the pressure.

Borrowing against art can offer liquidity without triggering capital gains, but high costs keep it from becoming a first-choice strategy.

The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.

Even as U.S.-Canadian trade relations reached a new low, Canada's second-largest bank reported strong profit growth at its American business.

Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.

As clients consider when to claim Social Security, an advisor proposed a strategy to maximize tax-free retirement income using certain benefits and senior deductions.

Executives at two of Canada's largest banks expressed confidence Tuesday that they can survive a new trade war. But analysts warn that the situation is highly unpredictable.

As wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial planning.