Tax planning

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.

One way ETFs are more tax-friendly than mutual funds; Plus, how entrepreneur clients can stop overpaying on taxes, and when AMT doesn't have to mean "assume more tax."

Plan sponsors are automatically enrolling newly hired employees, as well as those employees who are eligible but not participating in a retirement plans; Plus, the dos and don'ts for the final years of a client's career.

U.S. House Republicans are proposing a 7.7% cut to the IRS budget, setting the boundaries for a budget standoff over the next few months.

The retirement account faces three significant forces that will shape its future: regulatory reform, demographics and expanded coverage. See how they're likely to play out.

Planners agree that the strategy is a boon for high-income clients, but controversy swirls around the issue of timing.

The Internal Revenue Service has agreed to change its policy on identity theft and provide victims with copies of the fraudulent tax returns that have been filed under their names by scammers.

After a 6-year bull run, many client portfolios have grown nicely. But cashing out -- or even rebalancing -- may have a downside. See how these advisors are working to minimize the pain.

Taxes matter in fund investing, even when there's no bill. Plus: Knowing the difference in costs on 401(k) and IRA withdrawals, and what to do after tax season.

Fewer than 14,000 American households received 5.6% of adjusted gross income in 2012, according to data released by the IRS that underscore the increasing concentration of income.

Put affluent clients' annual contributions into an IRA and then convert it to a Roth on the same day, says Aspiriant's Ray Edwards.