More than half of those aged 55+ don't understand strategies to make their retirement income more tax efficient, according to an Edelman Financial Engines survey.

If you’re preparing for a business sale, start tax planning early. A well-structured tax strategy can save millions of ...

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 ...

Whenever anyone is in a pre-retirement stage, one thing that goes overlooked can become a major problem during retirement.

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.

As tax season commences, creating a tax plan is important in order to maximize the most money in any returns you receive.

Implement tax planning strategies ... you get the right documents in place while avoiding things you do not need. We have seen that happen far too many times. For example, some clients of ours ...

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