The case underscores an unfortunate reality: Businesspeople need a tax mitigation plan just as ... asset protection, exit planning and estate planning. The authors offer some powerful tools ...

Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice? The truth may surprise you and cost you.

A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, ...

Despite 80% of professionals expressing concern about the potential changes, less than half have begun scenario modelling to ...

and tax planning," says Lauren Lippert, a wealth advisor and Director at MAI Capital Management. She says to turn to an accountant if you need help in the following areas: Recording and tracking ...

Even if the client does not need the money in the current ... A 529 plan can be a great estate planning tool. Contributions to 529 plans can grow tax-free if used for qualified education expenses.

Beacon Pointe partner and managing director India Yullil shares how to boost female clients' tax confidence, and how the work ...