Tax strategies

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Combating these misconceptions may help taxpayers maximize benefits.

Clients may be in the dark about the regulators new rules for taxing digital currencies.

The new tax law poses a dilemma for wealth managers.

The securities-backed lending platform provides liquidity to borrowers and transparency to advisors, the investment banking giant says.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

Borrowers can still use the allowance as long as it’s for home improvements.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.

Seniors should consider designating joint agents, reviewing the security features on their financial accounts, and having their names removed from credit card solicitations.