Tax strategies

Why these are more inviting under the new tax law.

A long-term approach to owning individual bonds is rewarded with both greater yield and safety.

Here's how to make the most of high-net-worth clients' charitable nature.

Wealthy families can enjoy a $2,000-per-child break with the expansion of the child tax

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

Clients may be tempted by the income from low-grade securities, but careful research is in order.

For wealthy people, Uncle Sam is a major challenge to asset growth.

While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.

The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

Taxpayers won’t get big federal write-off above state credit.