Investment strategies

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

The growing fixed-income products carry some risks, but their returns this year are attracting more financial advisors and their clients, according to experts.

Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.

Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.