When it comes to donating stocks, the key to maximizing the tax advantages comes down to whether or not your investment is ...

Clients can donate both permanent life insurance (including whole life and universal life) and term life insurance to charity, but the donation options differ.

Tax season can feel overwhelming, especially for baby boomers who may be navigating retirement plans, investment portfolios ...

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.

GIFT City offers several tax benefits, including exemptions from securities transaction tax (STT), capital gains tax, and ...

The International Financial Service Centre (IFSC), popularly referred to as Gujarat International Finance Tech City ...

Capping off the first month of 2025, the Bureau of Internal Revenue (BIR) issued Revenue Regulations (RR) No. 004-2025 (RR No. 4-25), amending the rules on certain de minimis benefits. It increased ...

Leading foreign financial institutions such as Goldman Sachs, Morgan Stanley, and UBS are set to benefit from relaxations ...

GIFT City has made steady progress, with over 740 entities registered and banking assets crossing $78 billion by December ...

My brother and I want to do the right thing for our younger brother and give him an equal share from our inheritance. I know most states don’t have inheritance taxes, but since he won’t technically be ...

Jim Jones, CEO of North Wales Tourism, said the region’s visitor economy was “tanking” and politicians were in danger of ...

Savers are ripping up and rewriting their wills in an attempt to dodge Rachel Reeves’s inheritance tax raid. Law firm Irwin ...