Tax strategies

A planner's guide on what clients should do before and after the president-elect takes office. Plus, why the timing may be right for the "beaten-stock" strategy and getting to know the most-overlooked deductions.

High-net-worth clients can be baffled by a number of trust vehicles that minimize the tax liability on IRAs. Here’s how advisers can guide them.

Blucora's deal with Legg Mason's Financial Guard shows a way for robo advice providers to stand out in a crowded market.

Fifteen tax planning tips from analysts and industry experts advisers may consider in 2017.

An adviser's strategy puts a distribution to work to potentially lower what clients owe the government for their IRAs and Social Security income. Plus, momentum investing is tempting again (just watch out for the capital gains expense), and a look at the efficiency and payoffs of preferred stocks.

Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.

Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.

A unique structure that allows a client some income tax benefits, while also excluding trust assets from an estate.

The Republican's hostility to all things Obama sets the stage for dramatic departures on financial regulation.

The size of the firm may dictate what will work for advisers and employees.