Tax strategies

CFP candidates must master the new material in time for the November exam.

Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.

There are three top specialties that survey takers said they want when choosing a new financial planner, with one clear winner.

Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.

While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

If retirees intend to rely heavily on Social Security for income, they should consider adjusting the timing of their bills to the date that they will receive their benefits.

The tax-focused planning IBD is shedding low-producing advisors while retooling its pitch to prospects.

These products get a bad rap, but they can be useful in certain situations. However, advisors must make sure their clients aren’t losing money from sky-high expenses.

CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.