Tax strategies

Clients making IRA conversions should create several accounts to save on taxes. Plus, five carryovers for next year's filing and property exchange strategies.

ETFs routinely purge portfolios of holdings with large unrealized gains, while mutual funds seldom utilize this powerful tool.

Here's how to sell a second home with a smaller bill from the IRS. Plus, ETF picks for retirement portfolios, and an investment strategy that takes the edge off your clients' taxes.

Clients who are freelancers can be a good source of referrals, but they also need more attention.

Deducting management fees to lower your clients' taxes. Plus, the benefits of Roth IRAs and muni bonds.

Find out what complications arise when family members co-own real estate investments. Plus, strategies that make paying taxes optional and tax breaks for hiring new employees.

An advisor’s omission leads to a big reward for a client.

Client should consider their life expectancy and get a cash-refund policy so their loved ones can inherit the money in case they die before the payouts start.

How millennial clients can get more out of their tax returns; plus, a $1 million tax credit clients aren't taking advantage of, and comparing Roth IRAs to deferred comp.

A tax break for retired clients who donate IRA assets to qualified charities. Plus, knowing how annuities are taxed for better returns, and strategies for deducting long-term senior care expenses.

There are various ways to buy a call option on the S&P 500, and each has its own taxation structure.

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.

There’s room for improvement in investors’ approach to tax planning. Only 29% of those surveyed pay attention to the impact of taxes on their investments.

Strategies for writing off investment costs; plus knowing the taxes and penalties on Roth IRA withdrawals and tax breaks for college students.

Complications when using IRA investments to hold master limited partnerships; plus, minimizing taxes when clients are no longer on the payroll, and a smart RMD investment strategy.

A retirement trust used as the beneficiary for IRAs can ensure clients leave enough behind for their kids.

Clients who saw a drop in value after converting an IRA to a Roth in 2015 may want to try these do-overs, which may trim their taxes. Plus, tips for millennials and some surprising deductions.

Mineral rights can be lucrative... until the oil or gas runs out or prices plunge. Here’s how one firm helps clients manage these challenging assets.

The service shares the 12 most egregious tax scams of the year.

Need liquidity but hate the tax bite? Pitfalls to avoid with taxable accounts. Plus, crazy-but-legitimate deductions, and how to approach charitable donations.