Tax strategies

The changes may lead to more short-term trading, not less, says broker and tax expert Robert Gordon.

Deductions high-net-worth clients won't want to miss. Plus, how to save on Social Security costs and doing the math on real estate taxes.

Congress has effectively overruled the Supreme Court by extending the time period for auditing certain types of tax returns.

An estate planning tool that is particularly valuable when rates are low is coming under political pressure.

How to reap the rewards of municipal bond investments for your clients. Plus, deducting a client's medical expenses for savings.

One thing she didn't mention: the last time the U.S. taxed capital gains roughly the way she wants to was during the depths of the Great Depression.

Low-income years for clients, usually in between jobs, offer opportunities for cashing-in on investments. Plus, ways to avoid the tax traps of restricted stock units, and how Roth IRAs may be tax-free for years to come.

For some seniors, reducing adjusted gross income generates an extra tax break.

The proposed legislation would clarify equal treatment for all married couples under the U.S. tax code in response to the Supreme Court's ruling last month allowing same-sex marriage in every state.

When clients must take required minimum distributions after age 70?½, payouts can provide monthly cash flow.