Tax strategies

Five ways to shrink your client's tax footprint, tax moves to make still in 2014, and clients ready for IRA charity contributions.

The legislation provides a short-term extension through the end of the year for dozens of familiar tax breaks for businesses and individuals, along with a new savings program for the disabled.

Investors have gotten more desperate in their pursuit of yield, reaching for ever-dicier products. What could possibly go wrong?

The U.S. Senate sent a $42 billion package of tax incentives to President Obama for his signature, reviving dozens of lapsed breaks for 2014 and setting them to expire two weeks from tomorrow.

Year-end tax planning isn't necessarily a good reason to bring up charitable planning with your clients.

Advisors still have time to come up with significant savings for their clients.

Three ways your clients can save on taxes; two money moves they should make this year; and what they should do with capital losses before saying goodbye to 2014.

Are your clients prepared for the capital gain that many mutual funds are likely to pay out before year-end?

The 378-46 vote Wednesday would provide $42 billion in temporary relief to taxpayers, including companies that rely on the research tax credit and the production tax credit for wind energy.

As 2014 draws to a close, there may be more planning opportunities than ever before, but also more traps for the unwary, according to Grant Thornton LLP.

Tax benefits for individuals and small businesses that expired in 2013 could have an impact on as many as one in six taxpayers, according to a new analysis.

Retirees should consider downsizing their homes before taking a reverse mortgage; Plus, the only time when retirees should use retirement funds for something other than retirement.

For many advisors and their clients, this practice has evolved from a strictly year-end affair. But does it pay off? Is it over-hyped?

“It is easy to screw it up, and it’s happening a lot,” says Robert Gordon of Twenty-First Securities.

Lowering your client's tax bill, year-end charitable tax tips and 15 surprising tax deductions.

Art, antiques or other collections can make valuable donations -- with tax benefits to boot. Help make sure clients comply with IRS rules and get the highest possible deductions.

Art, antiques or other collections can make valuable donations -- with tax benefits to boot. Help make sure clients comply with IRS rules and get the highest possible deductions.

Clients with both pre- and after-tax money in their employer plans can allocate distribution to separate retirement accounts.

Changes in IRS rules have made the paperwork more onerous and the tax breaks less generous. Advisors should examine clients' reasons for giving, and make sure they act well before year-end.

Changes in IRS rules have made the paperwork more onerous and the tax breaks less generous. Advisors should examine clients' reasons for giving, and make sure they act well before year-end.