Tax planning

Short interest on the largest ETF tracking the S&P 500 is the lowest level on record.

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

While banks will likely benefit from the lower rate, the new law requires charges in the near-term.

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

One strategy to enhance financial prospects is to get a part-time job via the gig economy.

The estate of Michael Jackson looks to have escaped a possibly hefty penalty for allegedly undervaluing the late singer’s assets.

“We’ve had tons and tons of interest from clients," one expert says.

Local jurisdictions in high-tax states are grappling with changes and headaches from the tax overhaul.

“The discussions we’re having now are, ‘Call your municipality and try to establish what your liability is. Call your mortgage holder,’” an advisor said.

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

What the next generation of tech innovation means for planners.

Financial planners report wide demand to learn how to exploit changes in the tax code.

If clients miss an RMD, they will be subject to a penalty equal to half the amount they should have taken, and they'll still owe ordinary income taxes on distributions.

Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.

Geography, occupation and family size will determine whether the bill helps or hurts.

The proposal includes changes in everything from the corporate tax rate to Obamacare.

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.

The revised GOP tax bill lets investors keep the flexibility to sell whichever shares they want.