Tax 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.

Quant firm Dimensional Fund Advisors has received formal approval to adopt a fund structure that for two decades has been used exclusively by Vanguard.

The Internal Revenue Service increased the annual retirement plan contribution limits for 2026 thanks to cost-of-living adjustments for inflation.

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.