Tax strategies

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.

LifeYield unveiled its second agreement with an IBD to offer its software, which had previously only been available to large institutional clients.

Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.

The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?

"I'm not right for you," along with other surprising things I tell clients.

CFP candidates must master the new material in time for the November exam.

Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.

There are three top specialties that survey takers said they want when choosing a new financial planner, with one clear winner.

Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.