Tax planning

How donor-advised funds can help charitable gifts, including those from Roth IRAs, work harder for your client.

Certain tax strategies can pay off in January. Advisors may want to have their clients jump on these as soon as 2016 starts.

Before the year comes to a close, advisors should check with clients to ensure they're minimizing tax liabilities.

Many tax extenders are expected to pass in their agreed-upon form in a matter of days.

How the profits on capital gain distributions can turn into a negative for your clients' wallet. Plus, time is running out on low-interest rate, intra-family loans. Also, not forgetting dependency exemptions before year's end.

Advisors can help clients know the limits on gift-giving to avoid the tax implications. Plus, year-end tax saving moves, and seven ways to lower your client's taxable income.

Planners should know about swap powers to help clients realize their tax and asset-protection benefits.

Advisors can point clients to undervalued investments in the energy sector for tax-loss harvesting. Plus, avoiding the cost of MLPs in retirement accounts.

Whenever markets drop, clients start clamoring to hold gold in their IRAs. Here’s what to tell them.

How to best convert a client's 401(k) to a Roth IRA. Plus, ways advisors can boost a client's retirement income, and last-minute techniques for reducing an IRS bill.

What counts is what investors get to keep, after the taxman cometh.

Your clients can realize real value from their losing investments, especially amid volatile markets, says Kimberly Foss.

A new Inspector General report faults the security of the computer connections at the Internal Revenue Service.

Is it time to take a closer look at private foundations?

The restriction prevents clients from selling at a loss and buying back the same asset within 30 days. But there are strategies advisors can employ to use the rule to their clients’ advantage.

What client should consider when using charitable donations as a year-end tax-saving strategy. Plus, how to cut clients' tax bills when they sell securities.

Gifting has long been a favorite strategy in estate planning to reduce taxes, but tax changes in recent years means it might be time to reconsider when it's best to use it.

In an uncertain market, these can offer tax savings and flexibility that avoids risk.

In an uncertain market, these can offer tax savings and flexibility that avoids risk.

How to reduce the tax hit on investments made by clients. Plus: Setting up private trust companies for tax savings and other benefits, and harvesting tax losses.