Tax strategies

An adviser's strategy puts a distribution to work to potentially lower what clients owe the government for their IRAs and Social Security income. Plus, momentum investing is tempting again (just watch out for the capital gains expense), and a look at the efficiency and payoffs of preferred stocks.

Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.

Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.

A unique structure that allows a client some income tax benefits, while also excluding trust assets from an estate.

The Republican's hostility to all things Obama sets the stage for dramatic departures on financial regulation.

The size of the firm may dictate what will work for advisers and employees.

By offering specialized tax planning and retirement tools, this software has carved out a niche for itself for advisories with clients who have less than $2 million in liquid assets.

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.

How clients who get a head start covering certain costs can boost deductions. Plus, breaks that will likely disappear when Trump takes office.