Tax strategies

New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

From regulations to taxes, big changes could be in the offing.

The president said his action authorizes the U.S. Treasury to allow companies to defer — not suspend — payroll taxes for Americans making less than $100,000 a year from Sept. 1 through Dec. 31.

Here's an at-a-glance guide to the candidates' positions on individual taxes.

Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.

Any tax increases on high-income individuals and corporations would be offset by massive spending packages targeted at accelerating the country’s recovery from the coronavirus, according to the firm.

Educating clients with startup businesses on the new regulations can help them provide for employees without breaking the bank.

The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value