Tax planning

Clients who intend to stay in their homes after they retire should consider changes like open floor plans and wider doors to accommodate wheelchairs and walkers; Plus, small businesses now have no excuse for lousy retirement plans.

The advantages of owning individual stocks; Plus, how donating appreciated shares in taxable accounts can produce savings for your client.

The IRS has released the inflation-adjusted deduction limitations for annual contributions to health savings accounts in 2016.

A plan to avoid capital gains taxes; Plus, seven valuable things your clients can learn from their tax return.

Four investments clients can make completely tax-free; Plus, how the mega-rich avoid paying taxes.

Changes in both demographics and tax laws require a massive rethinking of estate planning strategies. Here are a few of the minefields that planners should avoid.

The U.S. House voted to repeal the 99-year-old U.S. estate tax amid a partisan clash over whether the government should break up concentrated wealth or make it easier to pass along assets to the next generation.

Minimize investment tax liability; Reduce taxable income over the coming year; Plus why your client should dip into taxable accounts to max out their IRAs.

While these documents may seem routine, advisors should check whether clients need to revise existing provisions. Here's what to look for.

Investors are being prompted to ask some tough questions on the value their advisors bring, as well as training and compensation; Plus, how to build a tax-efficient portfolio for clients.

This type of insurance will not cover a policy holder's expenses for the first 180 days of care, a major concern for those without substantial savings; Plus, how to make the most from a Roth IRA.

Victims of identity theft are continuing to experience long delays and errors in receiving their tax refunds, according to a new report.

With just hours remaining before the April 15 deadline, here are last-minute strategies worth considering.

With just hours remaining before the April 15 deadline, here are last-minute strategies worth considering.

The IRS plans to take further steps to discourage taxpayers from exceeding the limits on contributions to individual retirement accounts within a single year.

Nine smart things to do with a client's refund;Plus, reorganizing a client's portfolio to reduce fees, taxes.

Tax pros share their clients’ worst ideas about taxes.

Practitioners need to be aware of the tax-free IRA rollover rules that took effect on Jan. 1, 2015 to protect their clients from major tax problems and penalties.

IRS prosecutions spike in April, possibly as a not-so-gentle reminder during filing season that there can be a big price to pay for tax evasion and tax fraud.

A ranking of the states with the most IRS audits and the most state audits, according to a new study.