Tax planning

For starters, these may be subject to the 3.8% net investment income tax.

Here is a handy checklist for clients preparing to change their living situations.

Here is a handy checklist for clients preparing to change their living situations.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

But watch out for the pitfalls of this common end-of-year-practice.

Clients should consider spreading out transfers over their lifetime to lower tax liabilities.

But watch out for the pitfalls of this common end-of-year-practice.

Strategizing Wealth Transfers to Heirs to Lower Taxes

Help clients deploy their RMD funds to cover both expenses and taxes.

A close look at areas where the right action can lower your client's tax bill on investments. Plus: How clients can pay little or zero capital gains taxes, and tax tips for clients who are new parents.

Help clients deploy their RMD funds to cover both expenses and taxes.

With turbulent markets, clients may be rushing to buy gold. Here's how investing in the precious metal can improve on pretax and post-tax returns.

A slideshow of education-related tax opportunities

If you want to increase referrals in the long run, don’t always act in your own best interest in the short term, columnist Jonathan Clements says.

Eleven things you and your clients will want to start thinking about for next tax season.

Clients who own funds that invest in master limited partnerships need to know how tax records impact performance over time. Plus, muni bonds' find renewed popularity with clients.

"The more investments and account types a client has, the more complicated their tax picture can become. Add to that the variations between state and federal tax laws, and the complexity increases further," says Greg Steiger, manager of retirement income planning at RBC.