IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
Tax Issues to Consider When Investing in Alternatives
By Roger WohlnerImplications, both favorable and unfavorable, vary by the type of asset and how and where clients hold it.
June 16, 2026
How State Tax Residency Is Becoming a Balance-Sheet IssueWhere wealthy families live affects where income is sourced, where a business is sold and where trusts are administered.
June 16, 2026
Watch Out for These ETF Tax SurprisesNot all ETFs are as tax-efficient as those that follow broad stock market indexes.
June 10, 2026
PRO
Beware of These Tax Traps When Clients Retire AbroadCurrency risk, overseas investment rules and different tax treatment of retirement accounts can trip clients up without careful planning.
June 04, 2026
4 Strategies to Avoid Late-Payment Penalties After Filing an ExtensionPlans to address potential liability can be part of a holistic tax management strategy for clients and their advisors.
June 03, 2026
Will Your Client Get That Tax Break? This Number Is the KeyUnlike most working clients, retirees have some control over their taxable income if they've planned properly.
May 28, 2026
Treasury Launches Trump Accounts AppThe tool "delivers a simple, secure way for households to begin engaging" with the program, according to Scott Bessent.
May 20, 2026
IRS Starts to Implement a Long-Term Care Insurance Tax IncentiveThe new guidance will help employers remind employees that old age happens.