Tax planning

The accounting method can deliver attractive savings, along with protecting nature or farmland.

A couple who expects to earn a bigger income in the future is advised to convert part of their IRA into a Roth now while they are in a lower tax bracket.

Dependent care flex spending accounts can help clients mitigate child care costs, but also reduce tax credits otherwise available.

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.

There are risks to this approach, however.

Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.

It's possible to use these distributions to preserve clients' savings well past their anticipated lifespan.

Medicare costs count as a deductible medical expense, but only if they exceed 7.5% of adjusted gross income.

HNW investors and their planners shun the tax-advantaged savings accounts, according to a study.

Education around these rules can prevent an increase in their tax bills.

High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

Tax columnists George Jones and Mark Luscombe of Wolters Kluwer put together a list of important changes from this year that will carry over into the next.

These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.

Avoiding these mistakes with a small business is essential.

There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.

How IRA conversions can come at a steep price for clients. Plus, ways to dodge a surprise bill from the IRS.

When a tax-deferred account is part of an estate, failure to follow the tax rules correctly can result in a financial disaster.