Tax strategies

IRS: There is a special rule for those who rent their residence for 14 days or less.

IRS: There is a special rule for those who rent their residence for 14 days or less.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.

They can help reduce the tax drag of required minimum distributions.

They can help reduce the tax drag of required minimum distributions.

If avoiding taxes just attracts the IRS, it defeats the purpose.

If avoiding taxes just attracts the IRS, it defeats the purpose.

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.

Treat their tax liabilities as expenses, and plan accordingly.

Treat their tax liabilities as expenses, and plan accordingly.

Blucora, formerly known as InfoSpace, adds the B-D to its growing, tax-focused business.

Savvy moves in the fourth quarter can help clients owe less to the IRS next April.

Savvy moves in the fourth quarter can help clients owe less to the IRS next April.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.

Munis are a great option for high-income taxpayers, but be mindful of the AMT.