Tax planning

Here’s how to help prepare clients for what comes next.

Clients fare just as well, and possibly better, with their other investments by developing the same savings habits of these retirement accounts. Plus, getting more out of munis.

When it comes to crafting portfolios, tell clients to focus on the dynamism of American markets.

We have the most expensive and fragmented health care in the world, so now what?

Because federal rules now require parents to plan earlier for funding education, advisers can offer substantial value to clients through their financial aid expertise.

The documents are good indicators of investors’ past behavior and probable future behavior.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

The new rules impose tax liability on the partnership rather than the partners, which is a major departure from treating a firm as a pass-through entity.

See the most popular ways for Americans to reduce their tax bills.

An expert discusses last-minute strategies, as well as evergreen tips, to reduce the tax bill your clients are facing.