Tax planning

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.

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Their use has jumped 1,035% with assets topping more than $1 trillion.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

The metal has advanced 1.7% this month and is up about 12% in 2017.

"Sun and sand are great," says one analyst, but they're not the only considerations. They certainly didn't help boost the top city in this survey.

It's not just for December, but a smart approach throughout the year.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.

It’s the Roth’s 20th birthday. Where is everyone?

They have become increasingly attractive as real estate prices climb.

Health savings accounts can add substantial value to client relationships, advisors are told at the Schwab Impact conference.

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The robo advisor adds a longstanding tax strategy to its offerings.

The breach follows other developments that have made offshore planning methods less attractive.

The UHNW world is jolted by unwanted offshore disclosures and prominent executives are finding themselves in an uncomfortable spotlight.

The tax plan would make itemized deductions less valuable so some seniors would lose a deduction that covers payments for nursing homes, assisted living or inpatient hospital care.

Here are some traditional and under-the-radar ways to help clients earn more after taxes.

A quick look inside the proposed Tax Cuts and Jobs Act.

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

The House GOP bill would limit the deductibility of property taxes to $10,000 annually.