Tax strategies

While banks will likely benefit from the lower rate, the new law requires charges in the near-term.

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

One strategy to enhance financial prospects is to get a part-time job via the gig economy.

The estate of Michael Jackson looks to have escaped a possibly hefty penalty for allegedly undervaluing the late singer’s assets.

“We’ve had tons and tons of interest from clients," one expert says.

Local jurisdictions in high-tax states are grappling with changes and headaches from the tax overhaul.

“The discussions we’re having now are, ‘Call your municipality and try to establish what your liability is. Call your mortgage holder,’” an advisor said.

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

What the next generation of tech innovation means for planners.

Financial planners report wide demand to learn how to exploit changes in the tax code.