Tax strategies

Short interest on the largest ETF tracking the S&P 500 is the lowest level on record.

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

While banks will likely benefit from the lower rate, the new law requires charges in the near-term.

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

One strategy to enhance financial prospects is to get a part-time job via the gig economy.

The estate of Michael Jackson looks to have escaped a possibly hefty penalty for allegedly undervaluing the late singer’s assets.

“We’ve had tons and tons of interest from clients," one expert says.

Local jurisdictions in high-tax states are grappling with changes and headaches from the tax overhaul.