Tax planning

For example, taxpayers should not panic about the new cap on state and local tax deductions.

Helping clients understand casualty loss rules following an unexpected tragedy.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

They are advised to take the mandatory distribution days before the deadline to ensure that they get their withdrawal processed in time.

Year-end tax planning may be at the root of the combined $1.8 billion in outflows, an expert says.

The biggest QCD question is whether it will be effective for a check not cashed by year’s end?

The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.

The Trump tax cut may have changed the calculus for some couples filing joint returns.

The following tips may help clients minimize their liability.

After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.

Workers should urge their employers to offer this savings option in their 401(k) plans to save for emergency and unforeseen expenses.

Some of the changes to rental property rules may be confusing for clients.

The holidays are fast approaching, which means it is time to start doing some year-end tax planning.

These are the best and worst places to consider based on total tax burdens.

To prepare for questions — and their own filings — planners should note these tips.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

Retirees could end up paying taxes on the majority of their Social Security benefits when certain conditions are met.