Our Federal Tax Group discusses the tax treatment of deferred revenue or advance payments in M&A transactions. The tax treatment of deferred revenue differs from the treatment for financial accounting ...

The Bucket approach to retirement portfolio planning isn’t designed to generate the best possible investment returns. It won’t—almost by definition. Instead, the Bucket strategy is geared toward real ...

If you’re investing for retirement, where you put your money matters. Retirement accounts offer tax incentives to help you save money on your tax bill and grow your investment accounts. But while ...

Portions of this article were drafted using an in-house natural language generation platform. The article was reviewed, fact-checked and edited by our editorial staff. When it comes to investing, it’s ...

One of the primary attractions of MLP investments is the potential for tax-deferred income. Whether you invest in an MLP directly or invest in an ETF that predominately owns MLPs, a good portion of ...

When it comes to saving and investing for retirement, less is more. The keys to success are setting a decent savings rate and investing the funds in a straightforward, low-cost portfolio. We can’t ...