30 Days/30 Ways: Tax-Advantaged Investing

The Supreme Court recently reversed an appeals court ruling on what constitutes “money remuneration.”

"It’s still a very sketchy area," one accounting professional says.

With the expenses no longer deductible, will clients ask for new planning options?

Some unresolved issues haven’t received as much attention as those related to federal securities laws.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

The lack of guidance from the IRS makes it a daunting task.

Recent tax law changes make gifting from an IRA an even better bet.

But the benefits are not evenly distributed among taxpayers.

Under the new tax law, the tax on children’s investments and unearned income could end up costing a pretty penny.

As the IRS steps up its scrutiny of virtual currency, reporting the transactions correctly is essential.

Helping clients navigate the complexities of tax reform is even more of a priority.

Given the steep rise in the price and use of virtual currencies, expect clients to have questions.

The longest bull run in American history makes this environment an opportune one to cash out equity positions.

Computer algorithms could increase portfolio returns by whole percentage points.

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

Clients need more advice — and advisors must do better analysis before making recommendations.

Use these best practices to maximize savings for clients' kids — from birth to college graduation.

Clients only get to reap the rewards of returns after investment expenses are paid.

Use this checklist to help clients avoid the bill from surprise capital gains distributions.

Why these are more inviting under the new tax law.

A long-term approach to owning individual bonds is rewarded with both greater yield and safety.

Here's how to make the most of high-net-worth clients' charitable nature.

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

Clients may be tempted by the income from low-grade securities, but careful research is in order.

For wealthy people, Uncle Sam is a major challenge to asset growth.