Tax strategies

Beneficiaries and retirement account owners born in 1951 in particular may be in luck.

The number of wealthy Asian Americans is growing. But most RIAs courting them are missing a key approach, according to one firm that is doing it differently.

Financial advisors, CPAs and the available research explain the variety of ways that tying the knot could affect couples' payments to Uncle Sam.

DAF skeptics say the funds are little more than tax loopholes disguised as philanthropy. Not so, says Brad Saft of DonorAdvisedFunds.com.

As college application season begins, advisors can help parents with these two important yet sometimes overlooked financial tools.

The irrevocable instrument has gained popularity among couples but should not be entered into lightly.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

Five experts helped FP compile a big list of potential deductions and strategies surrounding retirement plans and business entity structures.