Tax strategy scan

These strategies show how the IRS may be able to take the bite out of student loans. Plus, Roth IRA losses and the benefits of owning company stock.

Clients who turned 70 1/2 this summer have to act fast on their distributions to avoid paying a hefty penalty to the IRS. Plus, giving away stocks versus selling them.

This investing move is applicable whenever market conditions call for it. Plus, a deduction that may take some of the bite out of student loans.

Try these strategies that put off withdrawals and shrink the government's cut. Plus, the financial benefits of early retirement.

Clients can beat a costly pitfall that comes after missing a 60-day window on IRA rollovers by giving the agency their side of the story under a newly relaxed rule. Plus, ways to save when clients are too old for traditional IRAs.

This strategy may increase the value of these IRAs and reduce how much a client pays the IRS. Also, knowing when retirement account distributions are treated as ordinary income.

Interest on municipal bonds doesn't always boost a return the way a client might expect. Plus the big savings from having highly appreciated company stock in a retirement account.

Opt to buy a Qualified Longevity Annuity Contract and defer required minimum distributions so clients don't owe the IRS until the age of 85. Plus, planning for small businesses and who should be beneficiaries.

How options ranging from traditional index, tax-managed and static allocation funds to traditional IRAs and Coverdell Educational Savings Accounts may boost your client's return.

How a mid-year investment review impacts what a client pays the IRS. Plus, best corporate structures for small business owners, and what older female clients need to know about divorce settlements.

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.