A tax advisor and a financial advisor play unique yet interrelated roles in managing personal finance. A tax advisor, with specialized training in tax law, provides advice on tax matters ...

Prior to 2018, investors could deduct some or all of their investment advisory fees on their federal tax returns. The Tax Cuts and Jobs Act of 2017, effective for tax years 2018 to 2025 ...

KOMO 4 TV provides news, sports, weather and local event coverage in the Seattle, Washington area including Bellevue, Redmond ...

More than ever, clients expect more from their advisors than just filing taxes; they want proactive tax management that maximizes opportunities for savings throughout the year. Yet, many advisors ...

Need help finding a financial advisor? This free tool can help you connect with fiduciary advisors who serve your area. High-net-worth individuals (HNWIs) can identify specialized financial advisors ...

Handing down a vacation home can be tax and family drama free. Here's how wealthy families are using smart estate planning to protect their properties and their legacy.

Ryan Beach, a financial advisor for Edward Jones, recently traveled to Washington, D.C., to meet with members of Congress to advocate for the expansion of retirement savings for caregivers and to be a ...