Tax planning should happen all year long, not just when you are getting ready to file your tax return. An important part of tax planning is good recordkeeping.

The new law may immediately impact your retirement, estate and wealth transfer plans.

Eleven ways to help reduce your taxes now and in the future. Prior to the December 31 deadline, consider reviewing these options with your financial and tax advisors.

Final regulations establish that individuals utilizing the current gift and estate exclusion will not be adversely impacted when the current BEA sunsets and reverts to a lower exclusion amount.

Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.

The United States Supreme Court rejected two appeals involving New York's rules for taxing individuals who are legally defined as residents of multiple states.

Social impact is a critical driving factor for millennial entrepreneurs as they work to create businesses that invoke change within their communities.

Ways to assess if your giving is making the impact you'd like.

Now is the perfect time to start gathering the legal documents you and your student will need this fall. This is particularly important if your child is age 18 or older which is the “age of majority” in most states.