Tax strategies

These are now less common as an estate must have more than $10.8 million to be taxed.

Where and how to get up-to-date and concise information.

For starters, these may be subject to the 3.8% net investment income tax.

For starters, these may be subject to the 3.8% net investment income tax.

Here is a handy checklist for clients preparing to change their living situations.

Here is a handy checklist for clients preparing to change their living situations.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

But watch out for the pitfalls of this common end-of-year-practice.

Clients should consider spreading out transfers over their lifetime to lower tax liabilities.

But watch out for the pitfalls of this common end-of-year-practice.

Strategizing Wealth Transfers to Heirs to Lower Taxes

Help clients deploy their RMD funds to cover both expenses and taxes.

A close look at areas where the right action can lower your client's tax bill on investments. Plus: How clients can pay little or zero capital gains taxes, and tax tips for clients who are new parents.

Help clients deploy their RMD funds to cover both expenses and taxes.

With turbulent markets, clients may be rushing to buy gold. Here's how investing in the precious metal can improve on pretax and post-tax returns.

A slideshow of education-related tax opportunities

If you want to increase referrals in the long run, don’t always act in your own best interest in the short term, columnist Jonathan Clements says.