Tax strategies

Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.

Advisors should keep a close eye on these provisions, Dave Grant says.

Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.

These four experts can help you address any client situation.

Contributions and grants have recently reached record highs.

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

Their use has jumped 1,035% with assets topping more than $1 trillion.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.