Tax planning

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

The agency will allow some Texas residents to file certain individual and business tax returns and make some tax payments as late as Jan. 31.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Certain laws may require them to maintain the coverage with their former spouse.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

What clients don’t know could cost them hundreds of thousands of dollars.

These two accounts are both funded with money that has already been taxed, but there are still important differences that clients need to know.

Making excess withdrawals could result in taxes on the earnings and a hefty 10% penalty.

A checklist for advisors who have clients looking to launch a new business.