Tax planning

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.

How multi-generational tax savings are achieved when parents help children start Roth IRAs.

How multi-generational tax savings are achieved when parents help children start Roth IRAs.

SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.

SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.

Help them keep more of what they earn after they stop working.

Help them keep more of what they earn after they stop working.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

This tool can help clients save on taxes, adding to their bottom line.

Consider these strategies to help build savings.