Income taxes

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.

Clients often underutilize deductions for work-related technology purchases and travel expenses.

Contribution limits in a Roth IRA could shrink for couples after marriage.

Despite changes in the new law aimed at scrapping a penalty for most new couples, those from high-income households may owe more this year.

Under new rules, small business owners can offer their workers tax-free dollars to buy health coverage.

The rule can create significant tax savings, but in unskilled hands it can just shift the burden elsewhere.

The agency processed more of every major type of form during FY 2018 than during the prior year, with the exception of estate tax returns.

“Health care prices are increasing at levels that significantly exceed overall inflation,” an expert warns.

Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.

Outperformance has been driven in part by a push among investors to cut their tax bills after new limits were set on state and local deductions.

The tax law has made deducting philanthropic contributions more difficult, but there are ways to help clients reap benefits from their generosity.

It’s not just clients in high-tax states buying up muni bonds.

Changing filing statuses and maxing out deductible contributions to IRAs and HSAs are some ways clients received bigger reimbursements.

The Pension Benefit Guaranty Corp. is facing a $54 billion deficit for insuring multiemployer plans in unionized industries, says the GAO report.

“The more ties you cut, the better — auditors like to see a moving van and an itemized list of what was moved,” one lawyer says.

Some clients may experience a taxable event that pushes them into a higher tax bracket.

The impact of the 35-day partial government shutdown could delay the process this year.

Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know.

For example, taxpayers should not panic about the new cap on state and local tax deductions.

At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.