Tax deductions

Contributions to 401(k)s and IRAs now can reduce your 2022 taxes soon due this filing season. Here's what advisors, many of whom can themselves benefit, need to know.

Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.

The 2023 season just opened, but you should still plan now for next year.

A chief counsel memo says taxpayers who want to claim tax deductions for donating cryptocurrency need to first receive a "qualified appraisal" if the amount exceeds $5,000.

Amid the end of pandemic credits and investment losses, filing a federal return this year has sobering moments.

Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

More tax savings means happier clients and potentially wealthier financial advisors.

With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.

You can't use a loss to offset gains if you're not able to take a loss because you can't access the exchange.