Tax

While there’s no fail-safe method for modeling the costs, a popular calculation may significantly under- or overstate the burden of tuition, room and board, Kitces.com research associate Derek Tharp writes.

Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.

Advisors should keep a close eye on these provisions, Dave Grant says.

Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.

These four experts can help you address any client situation.

Improved prospects for tax legislation propelled the latest boost in equities.

Contributions and grants have recently reached record highs.

Investors would be required to sell the shares they purchase first, which often is the lot that has the most gains and thus generates the bigger tax hit.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.

In some states mortgage closing costs can reach or exceed five figures.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

Their use has jumped 1,035% with assets topping more than $1 trillion.

“It would almost be irresponsible if you weren’t thinking about moving,” says Bruce McGuire, founder of the Connecticut Hedge Fund Association.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

The metal has advanced 1.7% this month and is up about 12% in 2017.

"Sun and sand are great," says one analyst, but they're not the only considerations. They certainly didn't help boost the top city in this survey.

It's not just for December, but a smart approach throughout the year.

The Senate’s plan requires that holders of more than one batch of a particular security, known as a lot, sell the one they’ve retained the longest first.