Tax planning

What Trump and rising interest rates may mean for advisers.

It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.

Companies that pay cash distributions are all the rave, but the allure may just be smoke and mirrors. Plus, last minute tips for entrepreneurs in 2016.

Advisers are betting that the president-elect’s promised tax cuts will come as early as next year, and they’re telling wealthy clients to move now to make the most of it.

Confusion among affluent taxpayers could lead to new ways to help clients.

Here’s how to help prepare clients for what comes next.

Clients fare just as well, and possibly better, with their other investments by developing the same savings habits of these retirement accounts. Plus, getting more out of munis.

When it comes to crafting portfolios, tell clients to focus on the dynamism of American markets.

We have the most expensive and fragmented health care in the world, so now what?

Because federal rules now require parents to plan earlier for funding education, advisers can offer substantial value to clients through their financial aid expertise.

The documents are good indicators of investors’ past behavior and probable future behavior.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

The new rules impose tax liability on the partnership rather than the partners, which is a major departure from treating a firm as a pass-through entity.

See the most popular ways for Americans to reduce their tax bills.

An expert discusses last-minute strategies, as well as evergreen tips, to reduce the tax bill your clients are facing.

Those with the option of taking loans from their plans should consider tax implications and the possibility of missing out on the growth of the money that was borrowed.

There are many benefits for clients who invest in property, but identifying them can be quite a process.

Property can be a savvy investment — and offer significant advantages. But advisers have to know where to look.

Clients age 65 and up have to move fast to load up on medical expenses and get these benefits. Plus, considering MLP ETFs after the recovery of the energy sector and how certain mutual funds can charge a capital gains.

A tax bill passed in 2017 normally would go into effect in 2018, but the fear is that it could be retroactive, which happened once before under a President Clinton.