The Treasury Department and the Internal Revenue Service released Notice 2023-2 last week providing interim guidance for the new excise tax on repurchases of corporate stock beginning Jan. 1, 2023.

At present, the total endowments at institutions of higher education in the United States sits around $836 billion. Nearly a quarter is held by Ivy League schools and the 25 largest private and 25 ...

I am honored to write for Morningstar, and I hope you find my content useful. I work with advisors to help their clients avoid making technical and operational mistakes with their tax-deferred ...

Tax season is upon us. For some, it may be your first time filing taxes. And even for those who have filed for years, taxes are not always the easiest task to tackle. From income tax to sales tax, ...