Tax strategies

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

While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

If retirees intend to rely heavily on Social Security for income, they should consider adjusting the timing of their bills to the date that they will receive their benefits.

The tax-focused planning IBD is shedding low-producing advisors while retooling its pitch to prospects.

These products get a bad rap, but they can be useful in certain situations. However, advisors must make sure their clients aren’t losing money from sky-high expenses.

CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.

The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.

Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.

The effects are looking like "every other much-hyped tax cut of the past three decades.”

Home prices in nearly half of all major markets are still below their pre-crisis peaks. Here's a look at 12 cities on the verge of crossing that threshold.

The products are designed to provide some upside potential yet limit investment risk, which has helped boost their popularity.

The differences generally come down to investor eligibility and when taxes are paid, but that can have a significant impact.

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.

Financial advice sometimes is — and isn’t — deductible.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.

Clients have to change their retirement goals and strategies over the years, starting off heavily in stock allocation while in their 30s.

Even if a client does not use the triple tax advantage of these accounts, the benefits are still valuable.