Tax strategies

The service shares the 12 most egregious tax scams of the year.

Need liquidity but hate the tax bite? Pitfalls to avoid with taxable accounts. Plus, crazy-but-legitimate deductions, and how to approach charitable donations.

Despite counterparty risk, these vehicles feature tax benefits for clients that ETFs don't.

Only 25% of retirement savers who qualify for this tax credit are familiar with it, according to a new survey; plus, the two best ways to structure a QLAC.

What clients with college loans need to know to save on their taxes; plus, tips for expat clients filing with the IRS, and knowing the details behind local and state tax deductions.

Asset location in three simple steps, according to Jefferson National’s Thomas Quinn

You could tell clients to move to another state to avoid a $1.2M tax bill. Or you could suggest a domestic asset protection trust instead.

Strategies for lowering taxes for aging clients; plus, why your clients shouldn't harvest losses from IRAs, and the states with the lowest and highest taxes on gas.

The weird, the oddball and the most far fetched tax deductions clients have tried to take on their returns.

A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations.