Tax planning

From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning.

More working Americans have a health savings account, but many are not using them to their fullest potential.

Key justices suggested the tax, which aimed to collect hundreds of billions of dollars on a one-time basis, wasn't fundamentally different from other levies imposed by Congress over the years.

The case coming before the Supreme Court stems from a 2017 tax law provision that aimed to tax earnings held overseas by big multinational companies.

The Peter Mallouk-led firm isn't done adding to its arsenal in 2023.

Beneficiaries and retirement account owners born in 1951 in particular may be in luck.

The number of wealthy Asian Americans is growing. But most RIAs courting them are missing a key approach, according to one firm that is doing it differently.

DAF skeptics say the funds are little more than tax loopholes disguised as philanthropy. Not so, says Brad Saft of DonorAdvisedFunds.com.

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.