Tax strategies

Using these all-in-the-family approaches may be a planner's best way to serve clients and stand out, even against robo competitors.

Use these tips for smart giving during the holidays. Plus, avoiding the cost of inherited assets and revisiting W4s.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Advisers sound off on the most difficult challenges their clients have handed them.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

A look at the new opportunities and restrictions that emerged over the course of the year, with an eye toward what clients can do before Dec. 31.

A line-by-line review of this form can spark a broader financial review that benefits clients. Plus, turn medical expenses into deductions for the elderly.

The IRS equivalent of a SWAT team gives examinations that are "the audits from hell that your grandfather warned you about," an attorney says.

Punished by the plunge in the energy sector, some advisers await a rebound that can take advantage of master limited partnerships’ tax status.

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

Donald Trump defends paying no federal income taxes on some of his returns from decades ago.

Now harsh penalties and taxes on late 60-day rollovers from company plans and IRAs can be avoided, but beware: There are some rollover mistakes that still cannot be fixed.

Clients who turned 70 1/2 this summer have to act fast on their distributions to avoid paying a hefty penalty to the IRS. Plus, giving away stocks versus selling them.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

This investing move is applicable whenever market conditions call for it. Plus, a deduction that may take some of the bite out of student loans.

Sure, these trusts are intended to shelter a beneficiary, but a non-grantor one presents numerous tax-liability issues.

"The uncertainty is often more stressful than the reality" when it comes to planning for a change in administration.

Try these strategies that put off withdrawals and shrink the government's cut. Plus, the financial benefits of early retirement.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.