Tax strategies

If a client becomes incapacitated, who will give the financial planner directions?

Save clients big headaches by being aware of these RMD-related errors.

Clients making IRA conversions should create several accounts to save on taxes. Plus, five carryovers for next year's filing and property exchange strategies.

ETFs routinely purge portfolios of holdings with large unrealized gains, while mutual funds seldom utilize this powerful tool.

Here's how to sell a second home with a smaller bill from the IRS. Plus, ETF picks for retirement portfolios, and an investment strategy that takes the edge off your clients' taxes.

Clients who are freelancers can be a good source of referrals, but they also need more attention.

Deducting management fees to lower your clients' taxes. Plus, the benefits of Roth IRAs and muni bonds.

Find out what complications arise when family members co-own real estate investments. Plus, strategies that make paying taxes optional and tax breaks for hiring new employees.

An advisor’s omission leads to a big reward for a client.

Client should consider their life expectancy and get a cash-refund policy so their loved ones can inherit the money in case they die before the payouts start.