Tax strategy scan

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.

What clients with college loans need to know to save on their taxes; plus, tips for expat clients filing with the IRS, and knowing the details behind local and state tax deductions.

Strategies for lowering taxes for aging clients; plus, why your clients shouldn't harvest losses from IRAs, and the states with the lowest and highest taxes on gas.

Buybacks and dividends each have their benefits for clients. Plus: Five ways to make money off market volatility, and when to start growing Roth IRAs.

Clients looking to retire may want to consider relocating to these states to save on taxes. Plus: when it's ok to claim legal expenses, and why filing without receipts may be the new norm.

Millennials with college loans may want to hold off on getting married to save on their taxes. Plus, tax savings for affluent families, and five smart tax moves your client can make in 2016.

Knowing which winning investments have less of a tax bite. Plus, the tax savings that comes with being a contrarian, and a look at when bonds don’t add up for estate planning.

How clients can tell ETFs which avoid taxable distributions from those that don't. Plus, the advantages of inheriting mutual funds in taxable accounts over selling them, and smart ways for setting up a scholarship fund.

How the profits on capital gain distributions can turn into a negative for your clients' wallet. Plus, time is running out on low-interest rate, intra-family loans. Also, not forgetting dependency exemptions before year's end.

Advisors can help clients know the limits on gift-giving to avoid the tax implications. Plus, year-end tax saving moves, and seven ways to lower your client's taxable income.

Advisors can point clients to undervalued investments in the energy sector for tax-loss harvesting. Plus, avoiding the cost of MLPs in retirement accounts.