Tax planning

An estate planning tool that is particularly valuable when rates are low is coming under political pressure.

How to reap the rewards of municipal bond investments for your clients. Plus, deducting a client's medical expenses for savings.

One thing she didn't mention: the last time the U.S. taxed capital gains roughly the way she wants to was during the depths of the Great Depression.

Low-income years for clients, usually in between jobs, offer opportunities for cashing-in on investments. Plus, ways to avoid the tax traps of restricted stock units, and how Roth IRAs may be tax-free for years to come.

For some seniors, reducing adjusted gross income generates an extra tax break.

The proposed legislation would clarify equal treatment for all married couples under the U.S. tax code in response to the Supreme Court's ruling last month allowing same-sex marriage in every state.

When clients must take required minimum distributions after age 70?½, payouts can provide monthly cash flow.

How clients might benefit from putting a hold on certain retirement strategies; plus, tailoring retirement plans to small businesses and tips to reduce all that IRA paperwork.

Tax-savings tools for your clients. Plus, how clients can convert to Roth IRAs and take advantage of the benefits without a huge tax bill.

With MLPs investors benefit from tax-deferred cash flow, but the tax reporting can be a nuisance. For the best tax treatment, clients must cope with K-1s.

How clients can deduct capital losses the right way and save on their taxes. Plus, four mistakes to avoid with stock options, and investing IRA assets in gold and other precious metals.

Plan ahead for the government's cut of your client's dividend income. Plus, how a mutual fund sale impacts a client's taxes, and assessing tax treatments for options trading.

There are myriad financial and estate planning issues that must be re-evaluated to ensure tax efficiency and wealth transfer continuity. Here's what advisors should consider.

Because of convoluted laws and treaties, many clients are leaving money on the table.

Handling taxes for both Social Security benefits and plan distributions can be confusing. Here's how to help clients.

A landmark Supreme Court ruling ironed out many but not all of the wrinkles in the legal landscape for gay clients.

Prevent clients from paying more on capital gains for some ETFs. Plus, why clients should know and care about passive foreign investment companies, and planning for the transfer of a business.

Financial fraud perpetrated against the elderly is on the rise, according to a new survey of CPA financial planners.

Four mistakes to watch for when doing a checkup on your client's portfolio. Plus: Knowing when to give up stocks, and how annuity withdrawals are taxed

Unbundling fees might clarify the deductibility of your work, but may be tricky for some firms.