Tax strategies

By offering specialized tax planning and retirement tools, this software has carved out a niche for itself for advisories with clients who have less than $2 million in liquid assets.

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.

How clients who get a head start covering certain costs can boost deductions. Plus, breaks that will likely disappear when Trump takes office.

What Trump and rising interest rates may mean for advisers.

It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.

Companies that pay cash distributions are all the rave, but the allure may just be smoke and mirrors. Plus, last minute tips for entrepreneurs in 2016.

Advisers are betting that the president-elect’s promised tax cuts will come as early as next year, and they’re telling wealthy clients to move now to make the most of it.

Confusion among affluent taxpayers could lead to new ways to help clients.

Here’s how to help prepare clients for what comes next.