Tax strategies

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.

The president looks to fulfill a key promise from his campaign.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Here’s how advisors are replacing traditional methods.

Less than $5 million in gross receipts during a five-year period and qualified R&D expenses are required.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Clients could face a 100% penalty of taxes owed for filing late.