Tax strategies

Save clients big headaches by being aware of these RMD-related errors.

If you raise rates on the rich, will you lose them to other states? A study of 45 million IRS records suggests it doesn’t work that way.

A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.

Help IRA holders predict — even reduce — future tax rates.

Help IRA holders predict — even reduce — future tax rates.

These methods can help you build client portfolios while also reducing tax costs

The best way to cut the tax bill is to pull from a variety of income sources.

The best way to cut the tax bill is to pull from a variety of income sources.

Why buying into a closed-end vehicle right before a capital gain distribution is a bad idea. Plus, 11 smart strategies and using the 1031 deferment on multiple properties.

State agencies can be aggressive in checking records.

These smart strategies can reduce the amount of income subject to the tax, says Samuel A. Donaldson, professor of law at Georgia State University College of Law.

Why Roth IRAs make great presents for loved ones on their way out of college. Plus, reporting RMDs to charities in client filings.

This strategy for the qualified conservation contribution gets higher deductions, says Samuel Donaldson, professor of law at Georgia State University College of Law.

Learn nuances of different funds to reduce taxes. Plus, getting the most out of a Coverdell Education Savings Account.

If a client becomes incapacitated, who will give the financial planner directions?

Save clients big headaches by being aware of these RMD-related errors.

Clients making IRA conversions should create several accounts to save on taxes. Plus, five carryovers for next year's filing and property exchange strategies.

ETFs routinely purge portfolios of holdings with large unrealized gains, while mutual funds seldom utilize this powerful tool.