Tax strategies

Being a homeowner may not be the most cost efficient move in some areas.

Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

The tax increases stem from lawmakers' failure to index the taxation on inflation, according to one expert.

Clients who intend to file as soon as they receive their W-2s are advised to start gathering their documents.

Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know.

For example, taxpayers should not panic about the new cap on state and local tax deductions.

Helping clients understand casualty loss rules following an unexpected tragedy.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

They are advised to take the mandatory distribution days before the deadline to ensure that they get their withdrawal processed in time.