Tax strategies

Knowing which winning investments have less of a tax bite. Plus, the tax savings that comes with being a contrarian, and a look at when bonds don’t add up for estate planning.

Though it can be hard to give a up a home, there are significant tax advantages for the ultra-wealthy to move before — or even after — the challenges of old age set in.

Here's what mutual fund clients stand to lose when they tap their investments during a down market; Plus, how to get big company 401(k) benefits at small firms.

Advisors may want to highlight the tax- savings strategies recently made permanent by Congress for investing in QSBS, REITs and more.

How clients can tell ETFs which avoid taxable distributions from those that don't. Plus, the advantages of inheriting mutual funds in taxable accounts over selling them, and smart ways for setting up a scholarship fund.

How donor-advised funds can help charitable gifts, including those from Roth IRAs, work harder for your client.

Certain tax strategies can pay off in January. Advisors may want to have their clients jump on these as soon as 2016 starts.

Before the year comes to a close, advisors should check with clients to ensure they're minimizing tax liabilities.

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.

How to best convert a client's 401(k) to a Roth IRA. Plus, ways advisors can boost a client's retirement income, and last-minute techniques for reducing an IRS bill.

What counts is what investors get to keep, after the taxman cometh.

Your clients can realize real value from their losing investments, especially amid volatile markets, says Kimberly Foss.

A new Inspector General report faults the security of the computer connections at the Internal Revenue Service.

Is it time to take a closer look at private foundations?

The restriction prevents clients from selling at a loss and buying back the same asset within 30 days. But there are strategies advisors can employ to use the rule to their clients’ advantage.