AI was used in the creation of this article. The article was reviewed, fact-checked and edited by a content review team. We might earn a commission if you make a purchase through one of the links.

Taxes can be confusing and you might have questions about how to file or the best ways to minimize what you owe to the IRS. But who do you turn to for advice? A tax advisor may be an obvious choice ...

Introducing a new tax planning certification for advisors Sophia Duffy, associate professor at The American College of Financial Services, sits down with InvestmentNews anchor Gregg Greenberg to ...

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that ...

There is pervasive myth in the financial planning community that advisors can't legally give tax advice. According to Ben Henry-Moreland, a certified financial planner and senior financial planning ...

It lurks at the bottom of the to-do list — if it’s there at all. But ignoring the thorny question of taxes can cost a newly-independent advisor dearly, especially in those crucial early years. For ...