Tax strategies

Most fortunes disappear by the time grandchildren have taken control.

So-called reverse mortgages present a number of appealing features for borrowers — and a number of confounding tax implications, Michael Kitces writes.

Here’s one reason why beneficiaries should consider setting up a life estate.

10 planning strategies from analysts and experts.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.

From health care expenses to taxes, how planners can help clients strategize.

Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.

Advisers with their own practices would see their tax rates cut to 15% under the new proposal.

The proposal includes cuts that would benefit businesses, the middle class and certain high-earning individuals but left unanswered questions about whether the plan would be paid for, or how.