Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

Compound Planning, the digital family office reimagining wealth management, makes tax season easier with fully integrated tax ...

Discover the basics of how the IRS tax refund works. Learn strategies for maximizing them and tips on how to use them wisely.

Social Security, retirement accounts, taxable accounts and pensions all have different tax implications. When you start ...

Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, talks with Financial Post’s ...

It has always been prudent to search for firms who can integrate legal, tax, accounting and business advisory services. While there are few ...

wrote in a piece for Financial Planning last year. "Yet, this financial windfall comes with a hidden peril: an array of tax obligations threatening to entangle unprepared student-athletes in ...

Because taxes and investments go hand in hand, fiduciary advisers can offer strategies to help minimize taxes.