Tax planning

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.

LifeYield unveiled its second agreement with an IBD to offer its software, which had previously only been available to large institutional clients.

Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.

The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?

"I'm not right for you," along with other surprising things I tell clients.

CFP candidates must master the new material in time for the November exam.

Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.

There are three top specialties that survey takers said they want when choosing a new financial planner, with one clear winner.

Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.

While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

If retirees intend to rely heavily on Social Security for income, they should consider adjusting the timing of their bills to the date that they will receive their benefits.

The tax-focused planning IBD is shedding low-producing advisors while retooling its pitch to prospects.

These products get a bad rap, but they can be useful in certain situations. However, advisors must make sure their clients aren’t losing money from sky-high expenses.

CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.

The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.

Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.

The effects are looking like "every other much-hyped tax cut of the past three decades.”

Home prices in nearly half of all major markets are still below their pre-crisis peaks. Here's a look at 12 cities on the verge of crossing that threshold.