Forget the hacks and social media shortcuts. A former IRS insider explains the real traps that could trip up taxpayers this filing season—and how to avoid them.

Ever look at your paycheck and wonder why the amount you actually take home is a lot less than what you earned? That’s where withholding tax comes in.

For families locked into highly appreciated stock that could bring a big tax hit from the capital gains on any sale of the holdings, a so-called upstream gift could offer a solution. Processing ...

When you sell a highly appreciated asset—such as a business, a piece of real estate or a long-held stock portfolio—you face the prospect of capital gains taxes that can significantly reduce your net ...