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.

More than 1,600 financial advisors have rushed to register for a new tax-planning certification, hoping to add to their skill sets as wealth and taxes become more intertwined. Historically, advisors ...

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 ...