Billionaires have long found ways to minimize their tax burdens, using loopholes and financial strategies that allow them to ...

The U.S. tax system privileges wealth accumulation over income earned from work, allowing the ultrarich to exponentially grow ...

In today's climate of uncertainty—locally, nationally, and globally—the role of estate planners as risk managers is more ...

Planning your retirement? New Mexico offers significant tax breaks for seniors, including income exemptions and low property taxes. Get the latest on affordable living, health care and lifestyle in ...

For wealth management firms, finding and converting the best potential clients is essential for organic growth.

If you’re biding your time until Mom or Dad or that rich uncle dies, passing their wealth to you, then prepare yourself for a ...

By allowing a budget that slashes government spending to Americans who desperately need government assistance while cutting ...

Roughly $54 trillion will go to surviving spouses — a shift also referred to as the “horizontal wealth transfer.” ...

Your tax refund isn't free money — it's your own cash returning to you. Learn how to leverage it for long-term financial ...

WASHINGTON (AP) — President Donald Trump openly challenged U.S. allies on Wednesday by increasing tariffs on all steel and ...

As the IRS faces mass layoffs, Democrats warn that "wealthy tax dodgers" could benefit from fewer compliance staff. The ...

But the right online tax-filing software can save you time, money and stress. CNBC Select has chosen the best tax-prep programs for small business owners, self-employed workers, freelancers ...