IRS

The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

One strategy includes encouraging clients to wait until the age of 70 to start collecting Social Security benefits.

CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.

The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.

Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.

A recent report from Democrats on the Joint Economic Committee says that Social Security is being threatened, and the federal government should consider modernizing and enhancing the program.

Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?

Financial advice sometimes is — and isn’t — deductible.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.