Tax strategies

Voters in 20 states will be asked to weigh in on ballot referendums and measures concerning an estimated total of $3.1 billion in potential tax hikes.

Nearly half of advisors are considering adding this service, according to the Financial Planning's October Financial Advisor Confidence Outlook.

How charitably inclined taxpayers can use donor-advised funds and other tax strategies to get ahead of the OBBBA's revised rules on charitable deductions.

Accountants who advise private equity clients will want to be aware of what these mean for private equity sponsors and their portfolio companies.

Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term.

The model they want to follow creates an exchange-traded fund as one of the share classes of a mutual fund, a move that ports the famous tax efficiency of the younger structure to the older vehicle.

Along with traditional financial planning, Tushar Kumar includes estate and tax planning services at his firm in order to give clients, especially high net worth ones, a complete picture.

Regulatory approval would be a big win for asset managers seeking to shrink clients' tax bills and expand into the $12.6 trillion ETF industry.

At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one significant challenge stands out.

The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.

College athletes with name, image and likeness contracts present unique opportunities — and responsibilities — for wealth managers.

The Trump administration's big tax legislation has plenty for the real estate industry to like, says an expert from Baker Tilly.

The F/m Compoundr High Yield Bond ETF (CPHY) and the F/m Compoundr U.S. Aggregate Bond ETF (CPAG) began trading this week.

Transitioning emotionally invested clients out of concentrated stock positions and legacy funds takes time, tact and a tax-savvy mindset.

Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and unforeseen headaches.

The expansion of the Qualified Small Business Stock program in the One Big Beautiful Bill Act makes a powerful tax-saving strategy even more enticing.

Many of the provisions of the OBBBA benefit businesses, but colleges and universities will take a hit, as will companies in renewable energy.

Tax clients are already starting to ask their accountants about the many changes in the massive One Big Beautiful Bill Act passed by Congress last week.

High net worth clients who want increased customization and tax-loss harvesting possibilities might benefit from direct indexing, but financial advisors say it isn't right for everyone.