Tax strategies

A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.

At the T3 Conference, leaders discussed how showcasing the value of the new tools can help advisors connect with clients.

Questions this season reflect confusion about 1099 income, new OBBBA deductions and retirement considerations, according to data from online expert platform JustAnswer.

New Tax Foundation research reveals which households and regions gain most from President Donald Trump's One Big Beautiful Bill Act.

A new bipartisan bill would exempt retroactive Social Security payments from federal taxes, easing a surprise financial burden for millions of retirees.

New proposals in seven states could soon subject over half of all U.S. millionaires to targeted high-earner tax rates.

Donor-advised funds should be temporary vessels, not permanent endowments. Here's how financial advisors can keep them from becoming philanthropic dead ends.

After nearly a century of trying, Washington state Democrats could finally pass an income tax — a move that would hit 30,000 or so top earners.

Wealth management and tax planning stocks tumbled after Altruist launched an AI tool for tax strategies, stoking investor fears of disruption and fee compression.

The tax-filing season for individuals just opened recently, but businesses already got a head start on various tax incentives in the One Big Beautiful Bill Act.

Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.

Missed IRA RMDs can cost clients thousands, Vanguard research shows. But financial advisors can help erase tax penalties and avoid future ones with a few key strategies.

New OBBBA restrictions mean wealthy donors lose deductions on smaller, routine gifts. Here is how to use DAFs and donation grouping to preserve tax benefits.

Tax-loss harvesting's overlooked cousin can pay off for clients with low-earning years, concentrated positions or UTMA accounts.

The "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the IRS.

Unlike equity investors, who must plan around the 31-day exclusion window, cryptocurrency holders can sell and repurchase in the same session.

With no guidance available, tax practitioners and their clients have to figure out how much risk they want to take.

The One Big Beautiful Bill Act makes the opportunity zone program permanent and also introduces some changes in the real estate investor tax breaks.

When it comes to retirement planning, financial advisors are always looking for an edge. Could these strategies get them there?

The integration eliminates the need for a third-party intermediary between the two platforms, allowing for a direct connection between financial planning and tax, estate and insurance data.