Tax planning

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.