Tax strategies

With the White House’s proposed Build Back Better legislation and its impact on taxes in limbo, advisors have time to implement key tax planning techniques.

The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.

How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.

With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.

There may be a silver lining for crypto investors selling at huge losses during the recent market turmoil.

Understanding how gifted money will impact the student’s FASFA is critical.

The ability to deduct the full value of the stock and avoid capital gains taxes is lesser-known by rich investors and many advisors.

'Planning has been put on hold, because no one knows what the rules of the game are,' says one accounting firm partner.

Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.

Democrats’ tax bill would slash in half the tax benefits of founder stock, but a potential workaround exists.