Generally, April 15 is the deadline to file your income tax forms with the Internal Revenue Service. Unless you've overpaid and are eager for a refund, you may be tempted to put off the paperwork.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...

Tax season has a way of creeping up before you know it, leaving many scrambling for deductions and ways to trim their tax ...

The real estate truism "location is everything" is certainly true when it comes to retiring. But what are you looking for in ...

President Trump and Elon Musk aim to slash the IRS budget and workforce. VITA (Volunteer Income Tax Assistance) is a cost ...

The Internal Revenue Service has been in a state of turmoil ever since members of the Department of Government Efficiency embedded in the agency during tax filing season — aka the IRS’ busiest time of ...

For clients with highly appreciated assets aiming to transfer part of their holdings to an heir in a tax-efficient way ... them to accept the income over no more than 10 years added to the appeal ...

Explore the benefits of using annuities within traditional and Roth IRAs to generate guLearn about tax-free Roth annuities, QLACs for RMD deferral and how these strategies can enhance your retirement ...

Cash App Taxes Pros and Cons File Your Taxes No ... $0 for Free Edition (~37% of filers qualify. Form 1040 and no schedules except for Earned Income Tax Credit, Child Tax Credit and Student ...