IRS

Clients fare just as well, and possibly better, with their other investments by developing the same savings habits of these retirement accounts. Plus, getting more out of munis.

The new rules impose tax liability on the partnership rather than the partners, which is a major departure from treating a firm as a pass-through entity.

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.