Trump tax plan

Helping clients navigate the complexities of tax reform is even more of a priority.

Clients need more advice — and advisors must do better analysis before making recommendations.

Here's how to make the most of high-net-worth clients' charitable nature.

Wealthy families can enjoy a $2,000-per-child break with the expansion of the child tax

Clients have a tax-saving opportunity to transfer pre-tax contributions in retirement accounts to a Roth or life insurance policy under the new law.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

That’s the sum companies are expected to bring onshore due to the Trump administration’s tax overhaul.

Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.

Certain clients will have to take a taxable distribution from the account every year.

Investors have been more skeptical of how much boost the tax cuts would provide to the economy this year, and the big banks’ second-quarter profits seem to suggest why.

Despite loosening regulations and the president’s tax cuts, BofA continued a string of lackluster second-quarter earnings for the big banks.

Passive income held offshore may benefit from an arcane provision signed into law by President John F. Kennedy.

Clients must still account for gains not incurred through a sale or cash distribution.

Although the rules have become more lenient, high-income clients must not be complacent.

Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.

One option for the higher earning spouse is to use an IRA as payment.

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.