IRS

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.

Think you’ve already optimized client portfolios? Think again.

Some can expect an increase in their tax bill thanks to Social Security income taxes and higher Medicare premiums.

With the expenses no longer deductible, will clients ask for new planning options?

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.

Other groups, such as those who used to itemize tax deductions but will now use the high standard deduction, are also advised to check their withholding taxes.

The lack of guidance from the IRS makes it a daunting task.

These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

As the IRS steps up its scrutiny of virtual currency, reporting the transactions correctly is essential.

Waiting until your 70th birthday is the much-discussed strategy to maximize benefits. But in some circumstances, you won't miss out if you file earlier.

IRS rules allow clients in certain circumstances to tap their retirement accounts before the age of 59 1/2 without a 10% penalty. But this still should be considered a last resort, an expert says.

Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.

Taxpayers won’t get big federal write-off above state credit.