Tax strategies

The added savings could be used to pay off student loans as well as increase mortgage payments and retirement plan contributions.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

The big questions firm owners should be asking in a booming M&A market.

CEO Bob Oros says the firm is focusing on recruiting more experienced advisors, among other changes at the No. 19 IBD.

Offering specialized planning is now essential to attract and retain HNW clients.

Firms can save on taxes by borrowing now to top up pensions.

It’s a pretty safe bet that all those in the rarefied strata hold at least some municipal bonds.

The agency has reprogrammed its systems to process three benefits most likely to be claimed on returns this season.

The 110-year-old wealth management firm intends to expand its tax-planning services through more acquisitions.

Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.