Tax strategies

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.

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Some can expect an increase in their tax bill thanks to Social Security income taxes and higher Medicare premiums.

The business of supporting charitable giving has never been so profitable.

Certain clients may consider donating directly from their IRAs.

"It’s still a very sketchy area," one accounting professional says.