Tax strategy scan

Here's how to bring in the cash without paying a nickel to the government. Plus, 11 big mistakes to avoid and qualified charitable distributions that yield big benefits.

Help clients choose investment wrappers that increase returns. Plus, comparing the advantages of rental homes against home ownership.

Consider high-yield muni bond funds to combat a client's fears after the UK's leave vote. Plus, a benefit couples should consider before getting divorced.

Make one-time contributions to 529 plans without the IRS getting its cut. Plus, how effective planning enhances portfolio returns without the risk.

MLPs deliver returns and may help lower payments to the IRS. Plus, the costs of age-related milestones and ETFs.

These strategies can help U.S. citizens living abroad cut their payment to the IRS. Plus, estate and gift issues for married couples from different sides of international borders and the downsides to whole life insurance.

How a bundle of joy can reduce your client's IRS payment. Plus, the benefits of charitable remainder trusts and 20 common investing mistakes.

Why buying into a closed-end vehicle right before a capital gain distribution is a bad idea. Plus, 11 smart strategies and using the 1031 deferment on multiple properties.

Why Roth IRAs make great presents for loved ones on their way out of college. Plus, reporting RMDs to charities in client filings.

Learn nuances of different funds to reduce taxes. Plus, getting the most out of a Coverdell Education Savings Account.

Clients making IRA conversions should create several accounts to save on taxes. Plus, five carryovers for next year's filing and property exchange strategies.

Here's how to sell a second home with a smaller bill from the IRS. Plus, ETF picks for retirement portfolios, and an investment strategy that takes the edge off your clients' taxes.

Deducting management fees to lower your clients' taxes. Plus, the benefits of Roth IRAs and muni bonds.

Find out what complications arise when family members co-own real estate investments. Plus, strategies that make paying taxes optional and tax breaks for hiring new employees.

How millennial clients can get more out of their tax returns; plus, a $1 million tax credit clients aren't taking advantage of, and comparing Roth IRAs to deferred comp.

A tax break for retired clients who donate IRA assets to qualified charities. Plus, knowing how annuities are taxed for better returns, and strategies for deducting long-term senior care expenses.

Strategies for writing off investment costs; plus knowing the taxes and penalties on Roth IRA withdrawals and tax breaks for college students.

Complications when using IRA investments to hold master limited partnerships; plus, minimizing taxes when clients are no longer on the payroll, and a smart RMD investment strategy.

Clients who saw a drop in value after converting an IRA to a Roth in 2015 may want to try these do-overs, which may trim their taxes. Plus, tips for millennials and some surprising deductions.

Need liquidity but hate the tax bite? Pitfalls to avoid with taxable accounts. Plus, crazy-but-legitimate deductions, and how to approach charitable donations.