Tax strategies

Seniors should consider designating joint agents, reviewing the security features on their financial accounts, and having their names removed from credit card solicitations.

Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

When 2018 taxes are due in April 2019, millions of Americans could find themselves owing the government far more than was withheld.

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

Many taxpayers can expect a lower tax bill under the new law and should consider adjusting their withholding to put the money to good use.

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.