As a trust and estates and tax attorney, I am frequently asked by clients (and colleagues) if there are options to reduce the income tax burden ...

How many times have you prepared your income tax returns for the previous year, only wishing you knew then what you know now, so you could go back ...

Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm focused on wealth preservation through legal structuring, ...

Money in tax-deferred accounts comes with strings that heirs often aren't expecting If you give away your inheritance, the tax deduction could offset the income-tax burden cashing it out creates. Got ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

A nursing home cannot directly seize funds held in an individual retirement account (IRA). However, retirement accounts in ...

A trust can buy real estate just like an individual or business can. In many cases, people title property in the name of a ...

Wondering what tax relief you qualify for? Learn about IRS tax relief programs, credits, deductions and payment options based ...

Older high-income workers who make contributions beyond the standard amount will have to put that extra money into a Roth 401 ...

From collectibles rules to capital gains, gold investors could face unique tax hurdles this tax filing season.

The tax-filing season officially kicked off on Monday. Investors should watch their mailboxes for key documents they'll need ...