If you have high net worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program ...

Midwest CRE Advisors closed the sale of a 503-home single-family rental portfolio to Flock Homes using a 721 Exchange structure. The ...

Plus: It’s Supreme Court opinion season, more on claiming a parent as a dependent, Social Security solvency, state tax ...

Many people don’t own stock in the company they work for, but Minnesota is home to a significant concentration of businesses ...

Trump Accounts, a new federal savings and investment vehicle for children, went live on July 4. To date, more than 6 million ...

But it also comes with a lot of responsibility, and when something goes wrong, there's only the boss — that's you! — to blame ...

However, the tax bill cannot be delayed indefinitely. At a certain age, individuals with tax-deferred investment accounts must start taking required minimum distributions (RMDs). Here's what you need ...

Some core tax strategies look different when you're living single and planning for one.

Discover the retirement account withdrawal order that could save you $100,000 or more in taxes and help your savings last ...

Picture a 62-year-old retired firefighter living comfortably on a $78,000 public-safety pension. He has $410,000 in a 457(b) ...

Taxes can quietly reduce the income generated by even the most conservative bond portfolios. Here's how to build a tax efficient portfolio of fixed income investments that will deliver the most ...

Trump Accounts launch July 4 with $1,000 deposited for each newborn that has one. Here's how to sign up for one.