Tax strategies

To build loyalty with the next generation, key steps include hiring younger advisers.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Some advisers continue to overstate the benefits, confusing savings with deferral.

A generation crosses a finish line and finds the IRS waiting. Here are some tips to help them minimize the bite.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

Spousal benefits and survivor benefits appear very similar, but scratch a little deeper you’ll find a tangle of regulations and features. Here’s how to unwind them.

The strategy raises tricky tax reporting and regulatory questions.

Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.