Tax avoidance

There's a growing sense of unease among asset managers that companies with conspicuously small tax bills pose a financial liability too big to ignore.

The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.

Relationships between a wealth management company and a law firm soured and spilled into a Quebec court.

Donor-advised funds, favored by rich businessmen and celebrities, rack up tax benefits while delaying charitable giving.

From fees to severe penalties for missteps, a self-directed retirement account is something most savers should steer clear of.

Digital assets are an increasingly important, yet overlooked, part of a client’s profile.

Clients may be in the dark about the regulators new rules for taxing digital currencies.

The securities-backed lending platform provides liquidity to borrowers and transparency to advisors, the investment banking giant says.

Firms can save on taxes by borrowing now to top up pensions.

What some clients tried to claim on their tax returns shows they often don't know much about accounting.

“Your risk of being audited goes up,” says RIA powerhouse Ron Carson.

The robo advisor adds a longstanding tax strategy to its offerings.

The breach follows other developments that have made offshore planning methods less attractive.

The federal exemption does not cancel out key planning matters affecting everyone at death.

Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences.

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

Education around these rules can prevent an increase in their tax bills.

High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.

How IRA conversions can come at a steep price for clients. Plus, ways to dodge a surprise bill from the IRS.