Financial Planning

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Tax avoidance

The alternative minimum tax can cost your clients: Tax Strategy Scan

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

Tax strategy scan Editorial Staff March 17

Tax strategy scan Editorial Staff March 17
Obamacare tax that wealthy clients have managed to avoid: Tax Strategy Scan

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.

Tax strategy scan Editorial Staff March 10

Tax strategy scan Editorial Staff March 10
Avoid a Roth's sting: Tax Strategy Scan

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

Tax strategy scan February 27

Tax strategy scan February 27