Tax strategies

Despite recent tax law changes, recharacterizations are still possible and can prove a valuable strategy to correct such missteps.

Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.

Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”

Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.

Fresh off rebranding its wealth management business to Avantax, the firm aims to support its smaller but more productive force.

Why the explosive growth of taxable munis could be sustainable

Although the elderly often lose the most from scams, younger clients are more likely to fall victim, according to a report.

Since 2011, when Occupy Wall Street protesters rallied under the slogan “We are the 99%,” the income threshold for the top 1% is up an inflation-adjusted 33%.

The IRS estimates it sent about 113.4 million refund checks to taxpayers, down from 116 million sent a year earlier.