Tax strategies

Financial fraud perpetrated against the elderly is on the rise, according to a new survey of CPA financial planners.

Four mistakes to watch for when doing a checkup on your client's portfolio. Plus: Knowing when to give up stocks, and how annuity withdrawals are taxed

Unbundling fees might clarify the deductibility of your work, but may be tricky for some firms.

One way ETFs are more tax-friendly than mutual funds; Plus, how entrepreneur clients can stop overpaying on taxes, and when AMT doesn't have to mean "assume more tax."

Plan sponsors are automatically enrolling newly hired employees, as well as those employees who are eligible but not participating in a retirement plans; Plus, the dos and don'ts for the final years of a client's career.

U.S. House Republicans are proposing a 7.7% cut to the IRS budget, setting the boundaries for a budget standoff over the next few months.

The retirement account faces three significant forces that will shape its future: regulatory reform, demographics and expanded coverage. See how they're likely to play out.

Planners agree that the strategy is a boon for high-income clients, but controversy swirls around the issue of timing.

The Internal Revenue Service has agreed to change its policy on identity theft and provide victims with copies of the fraudulent tax returns that have been filed under their names by scammers.

After a 6-year bull run, many client portfolios have grown nicely. But cashing out -- or even rebalancing -- may have a downside. See how these advisors are working to minimize the pain.