Tax

Tax planning is part of financial planning — but pay attention to the terms of your partnership.

Under the new tax law, the tax on children’s investments and unearned income could end up costing a pretty penny.

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

As the IRS steps up its scrutiny of virtual currency, reporting the transactions correctly is essential.

One way to avoid the additional burden is to take advantage of tax-deferred retirement accounts.

Helping clients navigate the complexities of tax reform is even more of a priority.

Trends show people are buying homes further away from expensive cities.

Waiting until your 70th birthday is the much-discussed strategy to maximize benefits. But in some circumstances, you won't miss out if you file earlier.

Digital assets are an increasingly important, yet overlooked, part of a client’s profile.

Helping clients navigate the complexities of tax reform is even more of a priority.

Given the steep rise in the price and use of virtual currencies, expect clients to have questions.

Clients approaching or already in retirement should be a risk manager who focuses on risk tolerance.

The longest bull run in American history makes this environment an opportune one to cash out equity positions.

Computer algorithms could increase portfolio returns by whole percentage points.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

Why these are more inviting under the new tax law.

Clients preparing for a life-altering event — such as marriage, divorce or a new baby — are advised to start getting their paperwork in order.