Do file your return, even if you can't afford to pay what you owe.
Blucora is paying $180 million in stock for 1st Global, with 850 advisers.
Some retirees can receive up to six months of back benefits.
Advisers need to help their clients avoid common tax mistakes that can complicate things later in life.
Experts say various Democratic plans for hiking taxes generally come down to increasing the capital gains rate.
New tax rules could affect retirees' relocation decisions.
Republicans don't want to tinker with tax reform, and Democrats don't want to be seen giving the wealthy a break.
Delayed claiming decisions will be based, in part, on interest rates.
In some cases, the RMD is the entire IRA balance — or more!
While legislation proposing a financial transaction tax has been introduced in the House and Senate, it's not likely to be enacted during the Trump administration.
Here are changes that advisers should understand so they can spot possible problems and opportunities for clients.
As tax proposals become increasingly 'loony tunes,' financial planners grow more nervous about how the plans could affect their clients.
SALT cap creates pricey problem for rich in some states, most of which lean Democratic.
Treasury inspector general estimates those taxpayers have a total of $323 billion in state and local tax bills they won't be able to deduct.
They offer a range of potential tax benefits, but may not be for everyone.
Is naming beneficiaries outright or naming a trust as an IRA beneficiary better for your clients? Find out in this article
New progressive wing of the Democratic party is zooming in on biggest earners in effort to tackle rising inequality.
Bank was found guilty of helping French clients hide assets from tax authorities.
Those turning 66 this year are the last group eligible for the spousal claiming strategy.
