Tax planning

Use these tips for smart giving during the holidays. Plus, avoiding the cost of inherited assets and revisiting W4s.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Advisers sound off on the most difficult challenges their clients have handed them.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

A look at the new opportunities and restrictions that emerged over the course of the year, with an eye toward what clients can do before Dec. 31.

The IRS equivalent of a SWAT team gives examinations that are "the audits from hell that your grandfather warned you about," an attorney says.

Punished by the plunge in the energy sector, some advisers await a rebound that can take advantage of master limited partnerships’ tax status.

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

Donald Trump defends paying no federal income taxes on some of his returns from decades ago.

Now harsh penalties and taxes on late 60-day rollovers from company plans and IRAs can be avoided, but beware: There are some rollover mistakes that still cannot be fixed.