Tax strategies

Here's how to bring in the cash without paying a nickel to the government. Plus, 11 big mistakes to avoid and qualified charitable distributions that yield big benefits.

Taxes are one of life’s sure things, but clients can still make changes after the filing deadline. Here’s how.

Small business owners can win when planners use a stacked-pension approach for 401(k) retirement planning, says Joe Gordon of Gordon Asset Management.

Help clients choose investment wrappers that increase returns. Plus, comparing the advantages of rental homes against home ownership.

In recent tax years, some 12 million filers opted for a Form 4868 to buy another six months to file their return.

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

To build loyalty with the next generation, key steps include hiring younger advisers.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Some advisers continue to overstate the benefits, confusing savings with deferral.

A generation crosses a finish line and finds the IRS waiting. Here are some tips to help them minimize the bite.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

Spousal benefits and survivor benefits appear very similar, but scratch a little deeper you’ll find a tangle of regulations and features. Here’s how to unwind them.

The strategy raises tricky tax reporting and regulatory questions.

Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.

MLPs deliver returns and may help lower payments to the IRS. Plus, the costs of age-related milestones and ETFs.

One approach enables clients retiring with large positions of highly appreciated company stock in their 401(k) accounts to save thousands on taxes.

Advisers also noted a dip in their clients’ retirement savings activity after the tax filing deadline passed.

Advisers can use these strategies to help clients get through a marital split, says BNY Mellon wealth strategist Justin Miller.