Tax strategies

Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.

These four experts can help you address any client situation.

Contributions and grants have recently reached record highs.

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

Their use has jumped 1,035% with assets topping more than $1 trillion.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

The metal has advanced 1.7% this month and is up about 12% in 2017.

"Sun and sand are great," says one analyst, but they're not the only considerations. They certainly didn't help boost the top city in this survey.

It's not just for December, but a smart approach throughout the year.

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.