Tax planning

Jim Casey of Integrated Wealth Management offers attendees of Schwab Impact guidance on navigating the complex and ever-changing landscape of financial planning for same-sex couples.

Income planning can save clients thousands of dollars a year in premium tax credits.

Tax law changes mean advisors need to consider all the potential outcomes when advising clients on donating required minimum distributions to charity.

How clients pay more than what they're supposed to pay in taxes every year because they tend to overlook some tax deductions, and how they can effectively manage their taxes by year-end, by making tax-advantaged savings plan contributions and keeping withholding tax close to their actual tax liability.

Recent tax laws added complexity—not to mention “sticker shock”—to clients’ tax obligations. But with smart planning, you can alleviate some of the pain.

As 2014 draws to a close, there may be more planning opportunities than ever before, but also more traps for the unwary, according to Grant Thornton LLP.

Workers can better diversify their tax requirements if they hold both Roth and pre-tax accounts; Plus the best way to analyze Social Security benefits.

Larry Elkin offers specialized estate and tax expertise for wealthy clients. Now his firm handles $1.3 billion in assets, spread across fewer than 200 families.

The Internal Revenue Service issued two items of guidance Wednesday in response to the need for charitable and other relief due to the Ebola outbreak in West Africa.

How a planner can help keep unequal inheritances from tearing a family apart.

The IRS has released its new contribution levels for tax-deferred savings plans in 2015 -- and the higher dollar figures may mean more to clients right now than in other years, says CFP/CPA planner Karl Schwartz.

Long-term capital gains tax rates in 2014; IRS revises a limited-amnesty program for offshore accounts: Year-end retirement planning strategies

Financial advisors get trained in taxes, but many times it’s just a basic framework for how to structure investments. A CPA can bring a much deeper level of understanding to a client’s tax situation.

The proposed regulations address the tax treatment of distributions from designated Roth IRA accounts under tax-favored retirement plans.

President Obama has blasted the tactic as unpatriotic while the Treasury Department has announced steps aimed at limiting the tax benefits. But beyond the headlines and sound bites, how should advisors evaluate inversions when developing investment strategies for their clients?

Competitive threat or recruiting target? The wave of retiring baby boomers will change the calculus for client needs -- and that's opening up a new opportunity for CPAs in wealth management.

Here's how Roger Hewins used an accounting firm connection to help create a $3.5 billion RIA.

The IRS has issued new draft instructions, notices and a publication to help taxpayers and tax practitioners deal with the Affordable Care Act.

The payouts may be substantial, but don’t let the dividends from foreign equities and funds shrink because of tax withholding.

How fair are the tax systems in the states your clients live? That, of course, depends on how you define "fair." Based on a new study that claims to do just that, here's how state tax systems stack up.