Learn about tax-advantaged investments, their types, benefits, and risks. Discover optimization strategies and future trends ...

Gifts you make throughout your lifetime can be protected from taxation by exclusions of many millions of dollars if you ...

The U.S. House of Representatives passed a major tax on university endowments on May 22. Colleges say the measure would slash ...

Governors and state legislators have taken steps to improve taxation of investment income. Some in Congress, meanwhile, want ...

On May 22, 2025, the U.S. House of Representatives passed the “One Big Beautiful Bill Act” (the “BBB”) as part of the Republican ...

The House Republican majority supports ending federal tax credits for energy programs—including those for geothermal—outlined ...