Tax strategies

A cross-border practice in the Southwest appeals to Canadians seeking better weather and favorable tax treatment.

The goal isn't to avoid paying the IRS altogether -- it's to maximize after-tax returns. These five tactics can help advisors help their clients.

It's not just about creating alpha or finding yield, but also showing clients how to enjoy their savings.

Tax law changes may make it harder for advisors to show how specialized services are vital. Here's how to adapt.

One-third of Swiss banks offered amnesty by the U.S. for helping Americans evade taxes have applied for the program, a federal prosecutor stated at a Jan. 25 conference, according to three lawyers.

The IRS has released a set of proposed regulations to prevent abuses of the partnership basis adjustment rules, disallow partnership loss transfers and avoid some of the abuses uncovered by the Enron scandal.

A federal district court judge has ruled in favor of the federal government in a lawsuit claiming that the IRS did not have the authority under the Affordable Care Act to write rules providing tax credits to individuals purchasing health insurance on the new health insurance exchanges.

Many considered Dec. 31, 2013, the final date for year-end tax planning, but there are numerous planning actions that you can take in 2014 retroactive to 2013. Here's a quick and easy guide to help with planning.

The IRS audited 0.96% of individual tax returns in fiscal 2013, declining for the second straight year and reaching the lowest rate since 2005.

The IRS has concluded that $720 million of student-loan bonds issued by a New Hampshire authority are taxable, leading the issuer to move toward requesting an administrative appeal and asking the IRS to reopen its audits of the bonds.

The Affordable Care Act -- along with its accompanying enrollment Web site and new taxes and tax breaks -- has opened up a host of questions for the taxpaying public, ramping up the usual levels of pre-tax season taxpayer confusion.

After a recent Tax Court ruling involving prohibited transactions inside an IRA, two investors face steep penalties.

The tax increases that took effect in 2013 should now be part of long-term planning because they aren't going away anytime soon.

The Internal Revenue Service is urging individuals and businesses that are making contributions to charity to keep in mind several important tax law provisions that have taken effect in recent years.

Here's how to prepare as you and your clients head into the tax-filing season.

The portfolio management tool has been a key selling point as the rapidly growing tax-focused independent broker-dealer continues to attract tax specialists to its network of nearly 5,000 advisors.

The IRS has issued guidance on rollovers within a retirement plan to designated Roth IRAs in the same plan.

Tax practitioners will be charging more this year for tax preparation, according to an annual survey by the National Society of Accountants.

For both Roth conversions and required minimum distribution purposes, be sure that the value placed on your investment is one that would pass IRS scrutiny.

Here's how to help clients maximize both the charitable and tax benefits of any donation.