Tax

These are the best and worst places to consider based on total tax burdens.

To prepare for questions — and their own filings — planners should note these tips.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.

Retirees could end up paying taxes on the majority of their Social Security benefits when certain conditions are met.

Advisors take note: DAFs remain the fastest-growing charitable giving vehicle.

So-called opportunity zones created under the new tax law can offer clients a unique chance to save.

From working with children to spreading financial literacy, here’s how advisors are donating their time and money this holiday season.

The Trump tax overhaul could mean less after-tax money to go around.

Each has its own requirements pertaining to tax withholding, clawback rules and filing deadlines.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

The IRS announced upward adjustments for 401(k), 403(b)s and other plans.

Deductions for alimony payments will no longer be available Dec. 31.

Working longer and delaying Social Security are some of the ways they can boost their savings after losing a large portion of retirement assets.

Advise them to review and adjust their budget and consider getting a side hustle, a study suggests.

With two months left in 2018, clients can still take advantage of these tax hacks.

Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.