Tax strategies

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

This tool can help clients save on taxes, adding to their bottom line.

Consider these strategies to help build savings.

This tool can help clients save on taxes, adding to their bottom line.

Consider these strategies to help build savings.

Separating the roles of the two professionals can be counterproductive for clients.

Capital gains of up to $250,000 for individuals or $500,000 for couples will be exempted from tax, provided it was the seller's primary home for two of the previous five years.

Separating the roles of the two professionals can be counterproductive for clients.

IRS: There is a special rule for those who rent their residence for 14 days or less.

IRS: There is a special rule for those who rent their residence for 14 days or less.