Tax planning

Why investors should review changes to investment-related taxes, understand all the rules governing net investment income tax and know what can destroy their tax season.

How clients can assess their financial fitness, and avoid triggering a tax audit.

Since transferred assets are required to be placed in low-risk investments, account holders are likely to end up with negative returns after IRA providers deduct the fees.

The IRS will begin accepting tax returns electronically on January 20. Paper returns will begin processing at the same time.

How clients can face higher taxes on gains paid by underperforming mutual funds, shrink their tax footprint and spend their tax refund wisely.

The recently enacted Tax Increase Prevention Act extends the provision that allows certain IRA owners to make tax-free distributions to charity, but the deadline is coming up.

Try these guidelines for giving shares of appreciable stocks, making major money moves before year-end, and setting up tax maneuvers for 2015.

Using donor-advised funds can ease the pressure on clients to make hurried year-end giving decisions, while still allowing them to receive the tax benefits from their donation.

Five ways to shrink your client's tax footprint, tax moves to make still in 2014, and clients ready for IRA charity contributions.

The legislation provides a short-term extension through the end of the year for dozens of familiar tax breaks for businesses and individuals, along with a new savings program for the disabled.

Investors have gotten more desperate in their pursuit of yield, reaching for ever-dicier products. What could possibly go wrong?

The U.S. Senate sent a $42 billion package of tax incentives to President Obama for his signature, reviving dozens of lapsed breaks for 2014 and setting them to expire two weeks from tomorrow.

Year-end tax planning isn't necessarily a good reason to bring up charitable planning with your clients.

Advisors still have time to come up with significant savings for their clients.

Three ways your clients can save on taxes; two money moves they should make this year; and what they should do with capital losses before saying goodbye to 2014.

Are your clients prepared for the capital gain that many mutual funds are likely to pay out before year-end?

The 378-46 vote Wednesday would provide $42 billion in temporary relief to taxpayers, including companies that rely on the research tax credit and the production tax credit for wind energy.

As 2014 draws to a close, there may be more planning opportunities than ever before, but also more traps for the unwary, according to Grant Thornton LLP.

Tax benefits for individuals and small businesses that expired in 2013 could have an impact on as many as one in six taxpayers, according to a new analysis.

Retirees should consider downsizing their homes before taking a reverse mortgage; Plus, the only time when retirees should use retirement funds for something other than retirement.