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.

We need to plan for the tax rates of the ... Please consult with your own accountant and financial planning professional to determine how tax changes affect your unique financial situation.

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

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 ...

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