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Tax deductions
How to limit tax liability on inherited annuities
What clients don’t know could cost them hundreds of thousands of dollars.
A tax guide for entrepreneurs
A checklist for advisors who have clients looking to launch a new business.
Kitces: When and how to deduct long-term care insurance
The right strategy can save clients thousands of dollars, although the options are complicated.
Refundable tax credit rules could tighten: Tax Strategy Scan
Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.
Deductions clients never thought imaginable: Tax Strategy Scan
How a couple wrote off cat food and other breaks that boosted refunds. Plus, how charity counts toward an IRA withdrawal.
Tax strategies for the year ahead
Fifteen tax planning tips from analysts and industry experts advisers may consider in 2017.
Voices
4 ways Trump's win affects health care planning
Carolyn McClanahan
Director of Planning
Life Planning Partners
Here’s how to help prepare clients for what comes next.
Voices
Using real estate to jump tax hurdles
Chelsea Emery
Editor in Chief
Financial Planning
There are many benefits for clients who invest in property, but identifying them can be quite a process.
Gimme Shelter: Help clients leverage real estate's investment clout and tax advantages
Property can be a savvy investment — and offer significant advantages. But advisers have to know where to look.
Land bigger write-offs with extra visits to the doctor: Tax Strategy Scan
Clients age 65 and up have to move fast to load up on medical expenses and get these benefits. Plus, considering MLP ETFs after the recovery of the energy sector and how certain mutual funds can charge a capital gains.
