Practice

Munis are a great option for high-income taxpayers, but be mindful of the AMT.

Often under-used, HSAs can be a powerful tool for clients.

Avoid viewing millennials as a monolithic group. Consider parsing them into subgroups such as affluent, homebuyers, entrepreneurs and savers. The smarter move may be removing the age bracket blinders entirely.

The independent advisory world is a fragmented industry, which is not conducive for advocacy in policy-making.

Promoting long-standing tax-managed funds to advisors will first require an educational effort about tax strategies on the part of asset managers.

Munis are a great option for high-income taxpayers, but be mindful of the AMT.

Often under-used, HSAs can be a powerful tool for clients.

An ex-wirehouse advisor sought damages for libel and other misconduct against Merrill.

These are now less common as an estate must have more than $10.8 million to be taxed.

Where and how to get up-to-date and concise information.