Tax laws

No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.

Changes to the law meant some taxpayers needed to adjust their withholding. Many were confused about how to do so.

IRS data provides all the information needed to figure out the answer.

The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.

After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.

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

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.

Think you’ve already optimized client portfolios? Think again.

Those concerned about financial shortfalls in old age may want to consider selling their whole life policy. Here's how advisors can help.