Tax strategies

The Senate’s plan requires that holders of more than one batch of a particular security, known as a lot, sell the one they’ve retained the longest first.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.

It’s the Roth’s 20th birthday. Where is everyone?

They have become increasingly attractive as real estate prices climb.

Health savings accounts can add substantial value to client relationships, advisors are told at the Schwab Impact conference.

The standard process for launching exchange traded funds is flawed, argues Allan Roth. He proposes a better way.

“Your risk of being audited goes up,” says RIA powerhouse Ron Carson.

The robo advisor adds a longstanding tax strategy to its offerings.

The breach follows other developments that have made offshore planning methods less attractive.

The UHNW world is jolted by unwanted offshore disclosures and prominent executives are finding themselves in an uncomfortable spotlight.