Trump tax plan

Underlying strategies make them more tax-efficient than actively managed mutual funds, an expert says.

The law has numerous income tax consequences for individuals and businesses.

As long as their earnings won't exceed the limit set by the Social Security Administration, they will not lose their benefits.

Claiming above-the-line tax write-offs doubles the standard deduction.

Securities Service Network is entering a space usually regarded in the industry as the specialty of HD Vest and 1st Global.

Bonus depreciation, Section 179, interest and loss limitations — what does it all mean?

Clients may consider changing their business structure under the new law.

Despite questions about the hastily cobbled legislation, there's some consensus as to what advisors and their clients can do now to avoid unpleasant surprises.

The new law will affect how financial advisors and clients evaluate the pros and cons.

The rewrite could affect how these firms value potential buyout targets.

Those who live abroad may be disappointed. Here’s why and how to prep them.

The index rose more than 300 points, reaching its highest close ever.

Adding five years to their working years will enable clients to replace their pre-retirement income by up to 90% instead of 60% in some cases.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

Wall Street doesn’t think corporate America will have a hard time coming up with those employee bonuses that were promised after taxes were slashed.

Financial planners report wide demand to learn how to exploit changes in the tax code.

The revised GOP tax bill lets investors keep the flexibility to sell whichever shares they want.

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.