Tax strategies

The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.

Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.

The effects are looking like "every other much-hyped tax cut of the past three decades.”

Home prices in nearly half of all major markets are still below their pre-crisis peaks. Here's a look at 12 cities on the verge of crossing that threshold.

The products are designed to provide some upside potential yet limit investment risk, which has helped boost their popularity.

The differences generally come down to investor eligibility and when taxes are paid, but that can have a significant impact.

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.

Financial advice sometimes is — and isn’t — deductible.