Tax strategies

HNW investors and their planners shun the tax-advantaged savings accounts, according to a study.

Education around these rules can prevent an increase in their tax bills.

High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

Tax columnists George Jones and Mark Luscombe of Wolters Kluwer put together a list of important changes from this year that will carry over into the next.

These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.

Avoiding these mistakes with a small business is essential.

There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.