For decades, savvy investors, business owners and high-net-worth individuals have sought strategies to legally defer capital gains taxes on the sale of highly appreciated assets. One powerful tool ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping at least ...

For many clients and their advisors, taxes are a critical part of the wealth management equation. By reducing taxes, advisors can help clients enhance performance and keep more money compounding in ...