Advisors

Image by Marie LaFauci | Moment | Getty Images Any possible tax changes for ultra-high-net-worth and high-net-worth investors could result in an increased tax burden.  That means there’s motivation to find ways to protect that wealth. Some solutions that reduce exposure to specific anticipated Biden tax increases involve making charitable donations — a plus for the charitably

Luis Alvarez | DigitalVision | Getty Images More than ever, young investors are engaging with the stock market. An E-Trade study found that 51% of millennial and Gen Z investors reported their risk tolerance had increased since the pandemic — 23 percentage points higher than the total population. The study also found that they are

Tetra Images | Tetra images | Getty Images Next year’s tax return is probably the last thing on most Americans’ minds right now. With millions of individuals and business owners still dealing with their taxes for this year, next year can wait. “The financial industry, and the whole country, has compliance fatigue,” said Ed Reitmeyer,

MoMo Productions Parents may soon start getting monthly payments from the IRS, due to a recent change to the child tax credit. IRS Commissioner Charles Rettig said Tuesday that the agency was on track to start issuing that aid in July. Here’s what taxpayers need to know about the tax credit and income stream. Child

Tanya Constantine | Tetra images | Getty Images For a while there, it looked like tax season might not deliver the usual refund euphoria that a majority of Americans have become accustomed to receiving each year. With so many people drawing unemployment benefits last year and changes around tax withholding meaning less is being pulled