Tax strategies

The partnership with Intuit allows clients to autofill information from TurboTax filings.

Clients nearing retirement should consider standard and itemized deductions and choose the option that will generate the bigger savings.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

You’ll probably find administrators blocking the backdoor Roth IRA strategy more than anyone else, says Kimberly Foss, planner, author and Financial Planning contributor. That’s when you’ll have to adopt the role of educator, she says.

There are hundreds of claiming strategies — using the wrong one can have major repercussions.

Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

Seniors will have to pay income taxes on a certain portion of their benefits if their taxable income plus 50% of the benefits exceed a certain threshold.

This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.

Think you’ve already optimized client portfolios? Think again.