Tax planning

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.

The IRS has released the 2015 inflation-adjusted deduction limitations for annual contributions to a health savings account.

The IRS is anticipating the chances of a tax return being audited to be the lowest in years.

A new report estimates how much individual U.S. taxpayers would need to pay each year to make up the federal and state taxes lost to corporations and individuals sheltering money in overseas tax havens.

The House Committee on Small Business held a hearing to discuss the biggest tax problems for small businesses.

The Treasury Department and the IRS said they will treat 19 countries that have reached agreements with the U.S. on the FATCA as having those agreements in effect until the end of 2014.

As firms battle each other to lure advisors, HD Vest focuses on a different talent pool: tax professionals who expand into financial planning.

Under Obamacare, advisors can direct clients to health savings accounts, which they can use as medical IRAs.

While standard charitable remainder trusts can deliver tax benefits, lifelong income and philanthropic satisfaction, specialized versions add control over when the income starts to flow.

Consumer finance site WalletHub has released a report on the states with the highest and lowest taxes.

Having a long-term horizon for the sale of a business puts the owner in a better position to optimize tax strategies. It's also an opportunity for advisors angling for the investment business a sale will produce.