Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.

An introduction to the members of Accounting Today's annual ranking of the top workplaces in the profession.

An introduction to the members of Accounting Today's annual ranking of the top workplaces in the profession.

Property owners, entrepreneurs and parents can tap into savings available through credits, deductions and exemptions during the sunny season.

The top state has a total tax burden of 12.02%.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.