Tax strategies

These are the best and worst places to consider based on total tax burdens.

To prepare for questions — and their own filings — planners should note these tips.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

Retirees could end up paying taxes on the majority of their Social Security benefits when certain conditions are met.

So-called opportunity zones created under the new tax law can offer clients a unique chance to save.

The Trump tax overhaul could mean less after-tax money to go around.

Each has its own requirements pertaining to tax withholding, clawback rules and filing deadlines.