One way to mitigate the impact of a failed exchange is “tax straddling,” which involves timing the exchange so the sale falls in one tax year and the receipt of proceeds in the following year.

With 24/7 tutors and lots of hand-holding, high-end consultants are taking the admissions race to the next level.

This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent.

It will use artificial intelligence to help identify tax discrepancies and trigger audits.

Virtual meetings require a different approach.

A new staff report from the New York Fed makes an old argument for centrally managed capital, but its predictions will rarely hold up in the real world.

The tax deadlines for reallocating capital gains are approaching.

Twenty points to help ensure your clients' legacies stay on track.

Unwanted items in an estate aren’t necessary a bunch of junk.

A new report urges against the changes.