Tax strategies

The deal to buy Natixis' overlay management services comes amid a general push by the St. Louis-based firm to broaden its appeal to HNW clients.

President Donald Trump's multitrillion-dollar tax and spending package moved closer to reality after it passed the Senate.

The Senate narrowly approved President Trump's tax bill after Vice President JD Vance cast a tie-breaking vote following no votes from three Republican senators.

At the heart of the concern is a tax dynamic that exchange-traded funds were built to avoid.

Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say there's more work to be done around client education on the underappreciated tool.

The equity strategy's tax-loss harvesting component can scratch a client's itch to do something amid sell-offs while staying fully invested.

Wealthy Americans and business investors are among the big winners while targets of Trump's ire such as immigrants and elite universities were hammered.

A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy.

From "super catch-ups" to the saver's match to "Rothification," 2025 looks to be a bumpy year for retirement nest eggs.

Veterans of the dot-com bubble of the late '90s, the early 2000s recession, the 2008 financial crisis and COVID-19 shutdown of 2020 say the more things change, the more things stay the same.

As Donald Trump's policies rattle the economy, partisan identities are driving investors toward very different outlooks on the stock market.

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.

The pooled private investment funds diversify instantly while deferring capital gains taxes indefinitely.

A change to Social Security will impact millions of beneficiaries. Here's what financial advisors need to know.

The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.

One of the marquee annual events of the wealth management industry, the Technology Tools for Today (T3) Conference is scheduled for March in Dallas.

President Donald Trump outlined his tax priorities in a meeting with Republican lawmakers, including expanding the state and local tax deduction.

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.