Philanthropy

Clients should not only check the fees, but also compare their after-tax returns.

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.

Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.

Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.

Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.

Planner Greg Phelps, one of the project volunteers, survived the shooting by sprinting across the concert grounds while bullets slugged into the ground.

Being raised by a single mother and going through two divorces taught Loreen Gilbert how to be a better planner, she writes.

Combating these misconceptions may help taxpayers maximize benefits.

Although funded with after tax dollars, what clients owe will be lower than the liability on traditional IRA withdrawals in retirement.

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

Investors are advised to liquidate some assets or transfer them to certificates of deposit and money market funds.

Clients may consider changing their business structure under the new law.

Despite questions about the hastily cobbled legislation, there's some consensus as to what advisors and their clients can do now to avoid unpleasant surprises.

Seniors are less likely to itemize tax deductions this year as a result, an expert says.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

Clients will no longer be able to undo Roth conversions once the new tax law takes effect next year.

When giving cash gifts to grandchildren this holiday season, clients have options that can also help minimize their estate taxes in the future.

The right strategy can help minimize their future estate taxes.

The top advisor this year, Brock Kidd from Pinnacle Bank, focuses on well-heeled clients and many of Nashville’s high-profile musicians.