Tax planning

Five ways to build a successful charitable planning practice.

The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.

The federal exemption does not cancel out key planning matters affecting everyone at death.

Clients could save significant money when they need it most.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

Retirees can change their Part D prescription-drug plans, Advantage plans, and/or switch from traditional Medicare to Medicare Advantage during open enrollment, which ends December 7.

Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again.

The strategy delivers good returns while addressing clients’ fears, if executed properly.

The right debt strategy can help clients make better decisions with capital allocations.

Despite a sales dropoff, experts forecast growth from product innovation and latent demand.

Clients should not assume that Medicare will cover all their medical expenses, or that they'll see a decrease in their expenses after they retire.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.

The president looks to fulfill a key promise from his campaign.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Here’s how advisors are replacing traditional methods.

Less than $5 million in gross receipts during a five-year period and qualified R&D expenses are required.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.