Banking

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.

Savvy moves in the fourth quarter can help clients owe less to the IRS next April.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.

Munis are a great option for high-income taxpayers, but be mindful of the AMT.

Often under-used, HSAs can be a powerful tool for clients.

For starters, these may be subject to the 3.8% net investment income tax.

Here is a handy checklist for clients preparing to change their living situations.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

Help clients deploy their RMD funds to cover both expenses and taxes.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

As more and more advisors consider alternative investments, they must ensure that they are conducting thorough due diligence before recommending hedge funds, private equity funds or other non-traditional assets.

As more and more advisors consider alternative investments, they must ensure that they are conducting thorough due diligence before recommending hedge funds, private equity funds or other non-traditional assets.

For all the hype around alternatives, advisors should take note that regulators are watching how hedge funds, private equity funds and other non-traditional asset classes are handled.

For all the hype around alternatives, advisors should take note that regulators are watching how hedge funds, private equity funds and other non-traditional asset classes are handled.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

In most bond indexes, the biggest debtors (either corporations or countries) have the largest weightings. But to some investors, that sounds a bit foolish.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.