Tax planning

Financial advice sometimes is — and isn’t — deductible.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.

Clients have to change their retirement goals and strategies over the years, starting off heavily in stock allocation while in their 30s.

Even if a client does not use the triple tax advantage of these accounts, the benefits are still valuable.

Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.

Your client’s long life could be the death of their retirement savings

Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.

The Roth IRA has very low contribution limits, while those in high-income groups may not qualify to contribute to the account.

Sweeping tax changes have made it more important than ever to understand what is, and isn’t, deductible.

See what the Social Security Administration considers part of the "5 things every woman should know" about the program.

The retirement problem comes down to the fact that many people don't have access to a 401(k) plan. Here's one solution.

The tax treatment of bitcoin and its ilk raises major questions.

Homeowners have fewer options as state and local deductions have been capped under the new law.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

LifeYield makes it proprietary Taxficient Score available to individual advisors.

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Combating these misconceptions may help taxpayers maximize benefits.

The new tax law poses a dilemma for wealth managers.

The securities-backed lending platform provides liquidity to borrowers and transparency to advisors, the investment banking giant says.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.