They've made mistakes and may have money troubles, but it's not too late for their accountants to help them achieve a happy ending with a comfortable retirement. Sit down and have a good talk with your Gen X clients.
It may look like the IRS caps loss deductions at $3,000, but that ceiling is not the whole story for tax-savvy investors. Julian Block shows how a clever Victoria's Secret model took full advantage of the IRC.
A surprising Tax Court case has shut down a tax planning technique that savvy retirement-savers have been using for years. But there's still a small window of opportunity if you need it, until the new year, to give investors time to adjust.