Tax planning

In an amicable divorce, advisor Lilli Vasileff's job is simple. But if one spouse is trying to hide assets, the work gets much more complicated.

For advisors, there are significant non-portfolio issues to consider when interest rates finally increase.

Frequently overlooked as a wealth management planning tool, IRS Form 1040 is the best potential tool for delivering integrated tax and investing advice.

U.S. taxpayers have sharply contrasting opinions on the fairness of the various taxes they have to pay, according to a new survey.

As pensions for retirees grow scarce, tax-free Roth IRAs increasingly provide cash flow to fill the gap.

As pensions for retirees grow scarce, tax-free Roth IRAs increasingly provide cash flow to fill the gap.

Some assets work best in a tax-advantaged retirement plan while others belong in a taxable account.

Some assets work best in a tax-advantaged retirement plan while others belong in a taxable account.

An active tax indexing strategy enables clients with big holdings in their employers' stock to maintain the portfolio's risk positioning and reduce the tax pain.

An active tax indexing strategy enables clients with big holdings in their employers' stock to maintain the portfolio's risk positioning and reduce the tax pain.

Holding down clients' investment income can reduce exposure to the 3.8% surtax imposed on high-income taxpayers.

Holding down clients' investment income can reduce exposure to the 3.8% surtax imposed on high-income taxpayers.

Rule changes mean the AMT is here to stay, but that could actually be good news for some clients. Just keep them out of the 'bump zone.'

Some clients can qualify for valuable subsidies if they follow plans to hold down household income.

New rules up the ante on estate planning, making it imperative that planners change their tactics.

While new rules and higher stock market returns have increased clients' tax liabilities, only 29% of advisors say they've initiated a conversation about the matter in the last quarter.

For both consumers and corporations, the lower the income, the higher the rate of tax penalties, according to new research.

As a CPA turned planner, Jean-Luc Bourdon focuses on tax-efficient income and other elder issues.

Tax season reveals the many misconceptions taxpayers have about the Tax Code. Here's a selection of examples submitted by readers.

Our IRA expert answers questions about the number of recharacterizations allowed, earned income contribution rules and how to purchase annuities without a tax hit.