Tax planning

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.

Tax preparers share their clients' strangest misconceptions.

A checklist for taxable-bond-fund investors; Plus, seeing a tax refund as a financial opportunity, and why stocks may rise before tax day.

Tax season is supposed to be over on April 15. But among certain groups -- especially the wealthy -- filing for an extension until Oct. 15 is now routine.

The 99-year-old U.S. estate tax would disappear under a bill approved Wednesday by the House Ways and Means Committee.

The range of efficiency tends to be similar within sets of U.S. stock and bond funds. Should advisors care?

The Minnesota Society of CPAs has compiled a list of red flags that could trigger an audit from the IRS if they apply to your clients' tax returns.

Long-term care expenses rise throughout retirement to the point of crisis, according to one expert; Plus, how do your clients stack up in retirement savings?

The IRS is reminding taxpayers who turned 70-1/2 during 2014 that they most likely need to start taking required minimum distributions from their IRAs and other retirement plans by April 1.

A tax-efficient strategy to best index funds; Plus, six reasons why investing in a taxable account is underrated, and how to capitalize on capital gains tax rules.

Clients who turned 70 1/2 last year need to take their first required minimum distribution by April 1 or face a tax of 50%; Plus, reducing fees is the best way to boost investment returns.