Tax strategies

What clients with college loans need to know to save on their taxes; plus, tips for expat clients filing with the IRS, and knowing the details behind local and state tax deductions.

Asset location in three simple steps, according to Jefferson National’s Thomas Quinn

You could tell clients to move to another state to avoid a $1.2M tax bill. Or you could suggest a domestic asset protection trust instead.

Strategies for lowering taxes for aging clients; plus, why your clients shouldn't harvest losses from IRAs, and the states with the lowest and highest taxes on gas.

The weird, the oddball and the most far fetched tax deductions clients have tried to take on their returns.

A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations.

Buybacks and dividends each have their benefits for clients. Plus: Five ways to make money off market volatility, and when to start growing Roth IRAs.

Advisors dish on clients who tried to game the system a little too aggressively.

Clients looking to retire may want to consider relocating to these states to save on taxes. Plus: when it's ok to claim legal expenses, and why filing without receipts may be the new norm.

Several factors should be weighed when clients are deciding whether they should defer taxes on their investments.