We chose H&R Block as our best overall online tax service because of its transparent pricing, easy-to-use platform, and ...

We chose H&R Block as our best overall online tax service because of its transparent pricing, easy-to-use platform, and ...

The first opportunity is Sunbelt Multifamily. While the past few years were largely defined by significant oversupply coming ...

TaxSlayer has emerged as a strong platform in the DIY tax prep space. In fact, we named it one of the best tax software programs on the market, since its most inexpensive version supports all tax ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

As is the case every year, we’re hearing from lots of folks confused about when to send a 1099 form or other “information ...

In some columns I wrote recently about the repeal of laws that affect people who spent a large portion of their careers working at jobs that were not covered by Social Security, it became very clear ...

High costs of long-term care necessitate discussions with clients of strategies to most effectively cover this contingency.

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states ...