Tax

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.

More tax savings means happier clients and potentially wealthier financial advisors.

The most important quality of the so-called 501(c)(4) organization boils down to one word: control.

Ed Mendlowitz offers a host of tips and strategies you can implement now for a better busy season.

With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.

Donor-advised funds are under scrutiny for providing a tax break but not funneling money to charities.

The agency aims to hire scores of auditors, but there's a nationwide shortage of accountants.

Many funds that are down double-digits this year will distribute capital gains to shareholders, with some as high as 40% or more of the net asset value of the portfolio.

Thanks to the Affordable Care Act, single, non-dependent children are able to fund their own HSAs with the full family maximum contribution limit.

You can't use a loss to offset gains if you're not able to take a loss because you can't access the exchange.

While the new 10-year rule slams heirs, it may also afford some increasing largesse.

Tax experts are hypothesizing what will happen in Congress during the lame-duck session and over the next two years.

Taking the prize in annual installments over 29 years, rather than all upfront, dramatically increases the windfall. Lottery victors with seven-figure winnings can also reduce their tax bill.

Taking losses is the silver lining to this year's 20% market decline.

A financial planner can complement the CPA through the stressful process by taking on a number of supporting — yet crucial — roles.

By keeping an eye on the future and potential new tax developments, tax advisors can offer their clients a sense of stability and proactive tax planning.

As wealth management firms and advisors increasingly wear two hats, it's getting harder for investors to know when they're overpaying for products and advice.

There's not much wiggle room for further reductions, especially in an uncertain economy.

The flow of money from private foundations to donor-advised funds has jumped substantially in recent years, highlighting the increasing use of a controversial loophole in charitable law, a new audit shows.