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

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.

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.

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

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

Edelman Financial Engines (EFE), a top independent wealth planning1 and workplace2 investment advisory firm, today released findings from its new survey3 that explores the attitudes and perceptions ...

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