Financial Planning

The threat posed by passive index-like investing.

How clients can take advantage of this approach to managing their wealth after death, even if President-elect Trump enacts his proposed reforms. Plus, juicy deductions that come with owning a car and a smart portfolio trick to consider after this year's monster bull market.

Although the year is ending soon, it's not too late to implement some planning moves that can improve a client's tax situation for 2016 and beyond. This article reviews some actions that clients can take before December 31 to improve their overall tax picture.

Demystifying COLA and maximum earnings subject to tax increases.

Here's how clients can boost their returns before the president-elect enacts the reforms he's promised, and other items in our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

As the end of the year approaches, many of us are focused on taking advantage of tax break opportunities before another year begins.

Federal Reserve's interest rate hike could have an impact on tax reform.

Tax professionals can make use of some tried and true tax strategies, but only for next tax season.

A basic understanding of the accounting considerations related to debt and equity instruments is critical for organizations seeking funding.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.