Wealth management

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.

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

The chairman of the House Ways and Means Social Security Subcommittee, Rep. Sam Johnson, R-Texas, has introduced legislation to make changes in Social Security, including raising the retirement age.

President-elect Donald Trump, who won the hearts and minds of millions of working-class voters, may help deliver a multibillion-dollar bonanza to America’s wealthiest families.

Donald Trump must confront major tax issues when deciding what to do with his real estate empire and other businesses in order to avoid conflicts of interest as he assumes the presidency.

Blucora announced a partnership with online portfolio advisor Financial Guard to provide Blucora’s TaxAct customers with an integrated, automated advisory platform.

The American Institute of CPAs is asking the Internal Revenue Service and the Treasury Department to withdraw and, if necessary, re-propose their rules for the valuation of interests in corporations and partnerships for estate, gift and generation-skipping transfer tax purposes.

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

Nonprofit accounting and business software provider Blackbaud reported a 20 percent increase in online donations during the annual #GivingTuesday campaign, held this year on November 29.