Tax strategies

How clients might benefit from putting a hold on certain retirement strategies; plus, tailoring retirement plans to small businesses and tips to reduce all that IRA paperwork.

Tax-savings tools for your clients. Plus, how clients can convert to Roth IRAs and take advantage of the benefits without a huge tax bill.

With MLPs investors benefit from tax-deferred cash flow, but the tax reporting can be a nuisance. For the best tax treatment, clients must cope with K-1s.

How clients can deduct capital losses the right way and save on their taxes. Plus, four mistakes to avoid with stock options, and investing IRA assets in gold and other precious metals.

Plan ahead for the government's cut of your client's dividend income. Plus, how a mutual fund sale impacts a client's taxes, and assessing tax treatments for options trading.

There are myriad financial and estate planning issues that must be re-evaluated to ensure tax efficiency and wealth transfer continuity. Here's what advisors should consider.

Because of convoluted laws and treaties, many clients are leaving money on the table.

Handling taxes for both Social Security benefits and plan distributions can be confusing. Here's how to help clients.

A landmark Supreme Court ruling ironed out many but not all of the wrinkles in the legal landscape for gay clients.

Prevent clients from paying more on capital gains for some ETFs. Plus, why clients should know and care about passive foreign investment companies, and planning for the transfer of a business.