Tax strategy scan

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.