IRS

Using these all-in-the-family approaches may be a planner's best way to serve clients and stand out, even against robo competitors.

The IRS equivalent of a SWAT team gives examinations that are "the audits from hell that your grandfather warned you about," an attorney says.

Donald Trump defends paying no federal income taxes on some of his returns from decades ago.

These strategies show how the IRS may be able to take the bite out of student loans. Plus, Roth IRA losses and the benefits of owning company stock.

Clients who turned 70 1/2 this summer have to act fast on their distributions to avoid paying a hefty penalty to the IRS. Plus, giving away stocks versus selling them.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.

Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.

Clients can beat a costly pitfall that comes after missing a 60-day window on IRA rollovers by giving the agency their side of the story under a newly relaxed rule. Plus, ways to save when clients are too old for traditional IRAs.

Eligible taxpayers can now qualify for a waiver of the 60-day time limit and avoid possible taxes and penalties on early distributions, if they meet certain requirements.