Tax planning

They can help reduce the tax drag of required minimum distributions.

If avoiding taxes just attracts the IRS, it defeats the purpose.

If avoiding taxes just attracts the IRS, it defeats the purpose.

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.

Treat their tax liabilities as expenses, and plan accordingly.

Treat their tax liabilities as expenses, and plan accordingly.

Blucora, formerly known as InfoSpace, adds the B-D to its growing, tax-focused business.

Savvy moves in the fourth quarter can help clients owe less to the IRS next April.

Savvy moves in the fourth quarter can help clients owe less to the IRS next April.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.

Munis are a great option for high-income taxpayers, but be mindful of the AMT.

Often under-used, HSAs can be a powerful tool for clients.

Munis are a great option for high-income taxpayers, but be mindful of the AMT.

Often under-used, HSAs can be a powerful tool for clients.

These are now less common as an estate must have more than $10.8 million to be taxed.

Where and how to get up-to-date and concise information.