Trump tax plan

Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?

Although annuities incur taxes and costs, clients "can invest the same amount into a diversified municipal bond portfolio and pay no taxes,” an expert says.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.

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.