Strategic investing isn't just about growing wealth—it's about preserving it in the most efficient way possible. For high-income individuals, optimizing tax advantages can significantly impact ...

A new investment method that delivers impressive returns while reducing taxable income has garnered attention among high-net-worth families. This analysis explains how the strategy works, highlighting ...

Direct indexing is a strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares, ...

Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider an increasingly popular leveraging strategy known as the "long-short" method. Processing ...

On one end of the spectrum is passive investing; on the other, active. And somewhere in between sits direct indexing. Processing Content For clients looking for precise control over their portfolios, ...

Starting with the Inflation Reduction Act in 2022, the Internal Revenue Service started to feel it finally had the resources to start upgrading its antiquated technology systems, beef up enforcement ...

Even though the tax agency's free pilot program is no longer available, there are other free tax filing options this season.

Meredith Moore is the Founder & CEO of Artisan Financial Strategies LLC. She is fascinated by the interplay between gender, money and power. Tax season often feels like a sprint to the finish ...