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.

Tax season is upon us – and with that comes tax refunds for many Americans. For the 2023 fiscal year, the IRS reported ...

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

Farmers and landowners need to stay informed on estate tax planning and other laws as the new Congress embarks on writing new ...

This article outlines key financial strategies, including tax optimization, smart investing, income planning and more.

There are plenty of compelling reasons for branching further into the many areas related to wealth management. But experts warn there are challenges, as well.

For many Irish business owners, stepping back from the company they’ve built is a moment of pride – but it also comes with ...

Facing a terminal diagnosis, you may consider draining your 401(k) for expenses. But is it the best move? Explore the risks, ...

The industry nonprofit has launched a Financial Planning Hall of Fame to honor financial planners, academics and policymakers who have advanced the profession in “meaningful and enduring ways.” ...

It is extremely beneficial to have a trusted advisor to help you navigate the intricacies of financial planning in the rapidly evolving and fast-paced financial world of today. Eric Felsenfeld is a ...