Tax strategies

Republican presidential candidate Donald Trump described an economic plan that he said would create “the biggest tax revolution since the Reagan tax reform” and “cut regulations massively.”

There’s one goof every adviser should take extra precautions to avoid: being careless about those IRA beneficiary forms.

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.

How options ranging from traditional index, tax-managed and static allocation funds to traditional IRAs and Coverdell Educational Savings Accounts may boost your client's return.

Why timing is so important for college graduates when making contributions to the 401(k) plans where they work.

How a mid-year investment review impacts what a client pays the IRS. Plus, best corporate structures for small business owners, and what older female clients need to know about divorce settlements.

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.