Tax planning

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

The standard process for launching exchange traded funds is flawed, argues Allan Roth. He proposes a better way.

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.

Self-directed IRAs can provide solid returns and tax protection.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

Here’s what to tell your clients about investing in marijuana.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

Become a go-to source for philanthropic clients, and your practice could grow.

There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.

Taxpayers face a penalty known as an individual shared responsibility payment if they do not comply, IRS says.

Experts say 18-to-36-year-olds should take advantage of workplace 401(k) and Roth IRA tax benefits now and shop around for the best savings rates later.

New solutions offer plenty of features but lack focus.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.