The federal response to the pandemic continues to evolve, creating considerations for financial planning.
Under a program created by the Tax Cuts and Jobs Act, investors can receive a tax break on capital gains if they invest those gains in an opportunity zone.
The path to achieve many financial goals, such as estate planning, may present specific challenges for LGBT couples, particularly those who are not married.
Now that the election is over, many investors are focused on what’s next for policy items.
The two party’s presidential nominees in the 2016 U.S. election have very different views on tax reform.
Growing federal budget deficits may result in possible tax increases, influencing retirement planning