Tax planning

Uncertainty in Washington doesn't mean tax professionals can't offer clients guidance.

The ability to deduct the full value of the stock and avoid capital gains taxes is lesser-known by rich investors and many advisors.

A survey from Intuit Accountants indicates that tax-related planning and advisory services bring in much more than compliance services.

'Planning has been put on hold, because no one knows what the rules of the game are,' says one accounting firm partner.

Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.

For Americans worried about rising prices and shrinking household budgets, January could bring another blow to the bottom line.

Practitioners can serve medical workers well by encouraging them to take the necessary time to establish a long-term tax plan.