Tax planning

The products are designed to provide some upside potential yet limit investment risk, which has helped boost their popularity.

The differences generally come down to investor eligibility and when taxes are paid, but that can have a significant impact.

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.

Financial advice sometimes is — and isn’t — deductible.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.

Clients have to change their retirement goals and strategies over the years, starting off heavily in stock allocation while in their 30s.

Even if a client does not use the triple tax advantage of these accounts, the benefits are still valuable.

Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.

Your client’s long life could be the death of their retirement savings

Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.

The Roth IRA has very low contribution limits, while those in high-income groups may not qualify to contribute to the account.

Sweeping tax changes have made it more important than ever to understand what is, and isn’t, deductible.

See what the Social Security Administration considers part of the "5 things every woman should know" about the program.

The retirement problem comes down to the fact that many people don't have access to a 401(k) plan. Here's one solution.

The tax treatment of bitcoin and its ilk raises major questions.

Homeowners have fewer options as state and local deductions have been capped under the new law.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

LifeYield makes it proprietary Taxficient Score available to individual advisors.