Tax

Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategies

One option is to sell funds with lower or no estimated distributions, especially if possible savings will exceed trading costs.

The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.

The current impact of fund rebalancing on front-month VIX futures is about 20% of daily volume on the index’s contracts.

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

Moving to a lower-tax state is more attractive than ever with the $10,000 cap on state tax deductions.

The 2017 Republican tax law approximately doubled the estate and gift tax exemption.

Technology, declining budgets and other factors are radically changing how and which tax returns get looked at.

Despite recent tax law changes, recharacterizations are still possible and can prove a valuable strategy to correct such missteps.

Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.

Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.

Younger clients are more savvy consumers who know how to minimize their expenses and are less inclined to spend on material goods, an expert says.

More than $37 billion flowed into tax-sheltered donor-advised funds in 2018, according to a new report.

The metal’s price has dipped from its high in September amid a raft of good news that has boosted investors’ risk appetite.

Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”

Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.

Fresh off rebranding its wealth management business to Avantax, the firm aims to support its smaller but more productive force.

Why the explosive growth of taxable munis could be sustainable

Funding a Roth account, for example, may not offer upfront tax deductions, but withdrawals are tax-free.