Tax strategies

Treat their tax liabilities as expenses, and plan accordingly.

Treat their tax liabilities as expenses, and plan accordingly.

Blucora, formerly known as InfoSpace, adds the B-D to its growing, tax-focused business.

Savvy moves in the fourth quarter can help clients owe less to the IRS next April.

Savvy moves in the fourth quarter can help clients owe less to the IRS next April.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.

Munis are a great option for high-income taxpayers, but be mindful of the AMT.

Often under-used, HSAs can be a powerful tool for clients.

Munis are a great option for high-income taxpayers, but be mindful of the AMT.