Tax strategies

Often under-used, HSAs can be a powerful tool for clients.

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

Often under-used, HSAs can be a powerful tool for clients.

These are now less common as an estate must have more than $10.8 million to be taxed.

Where and how to get up-to-date and concise information.

Clients may be in a better position to do tax-loss harvesting now than wait until the year ends. Plus, 7 tax tricks for clients who own homes, and the smart-tax way to use an HSA.

These are now less common as an estate must have more than $10.8 million to be taxed.

Where and how to get up-to-date and concise information.

For starters, these may be subject to the 3.8% net investment income tax.

For starters, these may be subject to the 3.8% net investment income tax.

Here is a handy checklist for clients preparing to change their living situations.

Here is a handy checklist for clients preparing to change their living situations.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

But watch out for the pitfalls of this common end-of-year-practice.

Clients should consider spreading out transfers over their lifetime to lower tax liabilities.

But watch out for the pitfalls of this common end-of-year-practice.

Strategizing Wealth Transfers to Heirs to Lower Taxes