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Clients may consider rebalancing their portfolio more often to address asset allocation shifts as a result of the downturn.April 21
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For starters, they can use the windfall to pay off debt, shore up their HSAs and build a cash reserve.April 14
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Two years after the tax law eliminated write-offs for investment costs and advice, lawyers say they have found a loophole hidden in years-old IRS case law.February 24
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They are advised to consider making amendments if they want to take advantage of temporary tax provisions that Congress extended retroactively in December.February 11
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Although the federal penalty was axed for those who failed to register for a plan, some states will continue to impose the coverage mandates.January 21
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The potential for higher taxes next year may accelerate deals.January 14
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While some tax-planning tasks can be time-sensitive, the challenge is to tackle the others that aren’t in a calculated fashion, an expert explains.January 7
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Clients who have yet to make withholding adjustments to cover their tax liability still have time to avoid the extra burden.December 10
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Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategiesDecember 9
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The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.December 2
