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Tax loopholes
Kitces: 3 strategies for managing big capital gains
As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.
How ‘lump and clump’ can offer clients material tax savings: Kitces
Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.
Where clients can go wrong with IRAs: Tax Strategy Scan
It pays to review the differences between traditional and Roth IRAs.
Advisors are being flooded with calls about the tax law
Financial planners report wide demand to learn how to exploit changes in the tax code.
The older the client, the wealthier they are? What new IRS data shows
Wealthy people in their 80s have the highest average net worth of any age bracket, according to the agency's study.
The Dirty Dozen: 12 ways clients run afoul of the IRS
Just in case clients are looking to cut few corners, here are some of the most common tax frauds that the agency is ready to pounce upon.
