Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.

The standalone trusts or provisions within other entities can help clients protect assets. Here's why they may need a nudge to speak with an estate attorney about this.

The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.

The giant universities that have their own investment arms are likely out of reach, but they represent only a small portion of the rapidly growing channel.

Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.

Most firms are limited liability corporations these days, but a significant chunk of older firms are c-corporations. Experts share the key factors involved with the options.

Advisors can guide clients on taxes, financing, buying versus leasing and how to boost their negotiating power.

Planners could play a crucial role in identifying the signs of forced labor or sexual coercion and supporting victims — with the right training, an expert said.

Property owners, entrepreneurs and parents can tap into savings available through credits, deductions and exemptions during the sunny season.

Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.

Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.

Baseball cards, sneakers, cars, antiques and stuffed animals could sell for a lot of money, or such collections could be a time suck and an emotional drain.

With shares in the acquirer growing as a percentage of the consideration, the rollovers pose important practice management, tax and business implications.

The top state has a total tax burden of 12.02%.

After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship.

Experts say it's important to examine clients' relationships with money but there is an ethical line when such conversations should be led by licensed professionals.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.