Tax strategies

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

Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

When 2018 taxes are due in April 2019, millions of Americans could find themselves owing the government far more than was withheld.

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

Many taxpayers can expect a lower tax bill under the new law and should consider adjusting their withholding to put the money to good use.

The added savings could be used to pay off student loans as well as increase mortgage payments and retirement plan contributions.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

The big questions firm owners should be asking in a booming M&A market.

CEO Bob Oros says the firm is focusing on recruiting more experienced advisors, among other changes at the No. 19 IBD.

Offering specialized planning is now essential to attract and retain HNW clients.

Firms can save on taxes by borrowing now to top up pensions.

It’s a pretty safe bet that all those in the rarefied strata hold at least some municipal bonds.

The agency has reprogrammed its systems to process three benefits most likely to be claimed on returns this season.

The 110-year-old wealth management firm intends to expand its tax-planning services through more acquisitions.

Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.

The paperwork will be designed like the Form 1040EZ, the shortest federal income tax form.

The CEO of the firm’s parent says it expects to trim hundreds more advisors from its ranks over coming months.

The president reportedly feels strongly that state and local taxes should be applied to online purchases.