Tax strategies

As college application season begins, advisors can help parents with these two important yet sometimes overlooked financial tools.

The irrevocable instrument has gained popularity among couples but should not be entered into lightly.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

Five experts helped FP compile a big list of potential deductions and strategies surrounding retirement plans and business entity structures.

With proper entity-based planning and tax strategies, risks to HNW assets may be minimized — or avoided entirely.

Client milestones don't take a vacation — and neither does the demand for sound financial advice.

Even with the savings, an Austin move can be complicated by differences in earnings potential and heightened property taxes.

Independent advisors deal with clients' tax woes as well as their own. Year-round planning can lower stress levels.