2020 was an unforgettable year in markets, delivering a number of important lessons to income investors. We review some of these lessons such as ignoring CEF premiums, chasing yield, failing to keep ...

In this episode of Tax Notes Talk, Tax Notes contributing editor and historian Joseph J. Thorndike discusses President Trump’s referral to “the forgotten man” and how the phrase connects to a ...

In this article, we highlight the key lessons of 2023 for income investors. These include keeping an eye on the Fed cycle, investment vehicle diversification, relative value and tactical opportunities ...

Every year as the tax deadline approaches, people want to know the last-minute things they can do to lower their bill. The honest answer is there’s rarely anything. The 2024 tax year ended Dec. 31, ...

There are some hard truths about human behavior lurking in the 1040 Every year as the tax deadline approaches, people want to know the last-minute things they can do to lower their bill. The honest ...

Governors and legislators have enacted income tax cuts in 25 states since 2020. Among that group of tax cutting states, Arkansas recently became the first to enact two income tax rate cuts in the same ...

A recent case, Senty v. United States, provides several important lessons for tax return preparers . Mr. Senty was involved ...