Tax

Getting clients to understand how volatility is an essential part of investing isn’t easy, but is even harder when stocks had been in the midst of an uninterrupted bull run.

What some clients tried to claim on their tax returns shows they often don't know much about accounting.

The products exceeded their previous monthly flows record by nearly 30%.

Entrepreneurs who suffer continuous losses could find their work classified as a hobby by the IRS.

Securities Service Network is entering a space usually regarded in the industry as the specialty of HD Vest and 1st Global.

A more comprehensive approach to low-cost investing could save thousands for retirement age clients.

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

Personal income is not subject to state taxes in Alaska, Florida and five other states, while 31 states do not impose taxes on Social Security benefits.

Bonus depreciation, Section 179, interest and loss limitations — what does it all mean?

Despite questions about the hastily cobbled legislation, there's some consensus as to what advisors and their clients can do now to avoid unpleasant surprises.

The new law will affect how financial advisors and clients evaluate the pros and cons.

The rewrite could affect how these firms value potential buyout targets.

Those who live abroad may be disappointed. Here’s why and how to prep them.

Clients shouldn't let their egos get in the way when making investment decisions. They will be better served with a dispassionate asset mix that's rebalanced annually, rather than making investing decisions "in purely personal terms."

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

How will companies share their tax windfalls?

Seniors are less likely to itemize tax deductions this year as a result, an expert says.

Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.

Retirees will have to change the way they file taxes under the new tax law, including making two years' worth of charitable donations every other year to exceed the standard deduction and itemize.