Trump tax plan

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.

A spike in volatility and changes in U.S. tax law are some of the reasons why the firm says clients have moved their money in the quarter.

It pays to review the differences between traditional and Roth IRAs.

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

Sweeping tax changes have made it more important than ever to understand what is, and isn’t, deductible.

Homeowners have fewer options as state and local deductions have been capped under the new law.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Combating these misconceptions may help taxpayers maximize benefits.