Tax strategies

Many tax extenders are expected to pass in their agreed-upon form in a matter of days.

How the profits on capital gain distributions can turn into a negative for your clients' wallet. Plus, time is running out on low-interest rate, intra-family loans. Also, not forgetting dependency exemptions before year's end.

Advisors can help clients know the limits on gift-giving to avoid the tax implications. Plus, year-end tax saving moves, and seven ways to lower your client's taxable income.

Planners should know about swap powers to help clients realize their tax and asset-protection benefits.

Advisors can point clients to undervalued investments in the energy sector for tax-loss harvesting. Plus, avoiding the cost of MLPs in retirement accounts.

Whenever markets drop, clients start clamoring to hold gold in their IRAs. Here’s what to tell them.