Taxpayers Get Crypto Jolt in Otherwise Shockingly Normal Season
By Laura DavisonThere are now reporting requirements for purchases and sales of digital currencies and non-fungible tokens on individual returns.
April 07, 2022
7 Economic Predictions for a Volatile Future: Northern TrustThe Russia-Ukraine war is just one source of likely turmoil ahead, the firm's analysts say.
April 05, 2022
Tax Talk? Bring It On. Tax Prep? Don't Go There, Advisors SayWhile understanding taxes is crucial to serving clients, the "opportunity" in tax prep has been overstated, some advisors say.
April 04, 2022
Stocks Look Like the Least-Bad Option in a World Full of RiskBut the wall of worry that stocks have to climb is getting higher and higher due to rampant inflation and other factors.
March 31, 2022
1035 Exchange Rules: An OverviewA 1035 exchange can let investors defer paying capital gains and other taxes, but you must understand the rules.
March 29, 2022
Stock Surge Is a Bear-Market Trap With Curve Inverted, BofA Warns"The worsening macro backdrop and market-unfriendly Fed make sustained U.S. equity gains unlikely," the strategists said.
March 29, 2022
When Should Your Client Claim Social Security? 7 Questions to AskWaiting longer means a bigger benefit, but this isn't the optimal answer for every client.
March 28, 2022
Biden Adds New Tax on Wealthy to $5.8T BudgetThe plan calls for a minimum 20% tax rate on income, unrealized capital gains of those worth $100 million as part of $2.5 trillion in tax hikes.