Tax planning

As college application season begins, advisors can help parents with these two important yet sometimes overlooked financial tools.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

With proper entity-based planning and tax strategies, risks to HNW assets may be minimized — or avoided entirely.

Client milestones don't take a vacation — and neither does the demand for sound financial advice.

Even with the savings, an Austin move can be complicated by differences in earnings potential and heightened property taxes.

Independent advisors deal with clients' tax woes as well as their own. Year-round planning can lower stress levels.

There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.

Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.

Deferral of taxes is the name of the game when it comes to eeking out extra profits.

Portland, Oregon, may penalize higher earners more than any other large U.S. city, according to a new report.

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.

The IRS's $80 billion in new funding means more scrutiny of higher earners.

The regulator's latest staff bulletin also calls on planners at hybrid firms to always be clear about if they're wearing their broker or advisor hat.

While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.

Four forms in particular contain insights to a client's financial life and how to serve them better. We explain them here.

From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.