Tax strategies

A major driver of growth has been the “increased awareness” of advantages like tax efficiency, liquidity and transparency, according to Bank of America.

If not addressed, the client may see a higher tax bill than was planned. That won't go over well at tax time next year.

Clients who have yet to make withholding adjustments to cover their tax liability still have time to avoid the extra burden.

The gender gap is alive and well when it comes to career timeouts and savings often take the hit.

Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategies

One option is to sell funds with lower or no estimated distributions, especially if possible savings will exceed trading costs.

The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

The 2017 Republican tax law approximately doubled the estate and gift tax exemption.

Technology, declining budgets and other factors are radically changing how and which tax returns get looked at.