Tax strategies

The law has numerous income tax consequences for individuals and businesses.

As long as their earnings won't exceed the limit set by the Social Security Administration, they will not lose their benefits.

Claiming above-the-line tax write-offs doubles the standard deduction.

What some clients tried to claim on their tax returns shows they often don't know much about accounting.

The products exceeded their previous monthly flows record by nearly 30%.

Securities Service Network is entering a space usually regarded in the industry as the specialty of HD Vest and 1st Global.

A more comprehensive approach to low-cost investing could save thousands for retirement age clients.

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

Personal income is not subject to state taxes in Alaska, Florida and five other states, while 31 states do not impose taxes on Social Security benefits.