Tax strategy scan

How to best convert a client's 401(k) to a Roth IRA. Plus, ways advisors can boost a client's retirement income, and last-minute techniques for reducing an IRS bill.

What client should consider when using charitable donations as a year-end tax-saving strategy. Plus, how to cut clients' tax bills when they sell securities.

How to reduce the tax hit on investments made by clients. Plus: Setting up private trust companies for tax savings and other benefits, and harvesting tax losses.

Capital gains of up to $250,000 for individuals or $500,000 for couples will be exempted from tax, provided it was the seller's primary home for two of the previous five years.

Clients may be in a better position to do tax-loss harvesting now than wait until the year ends. Plus, 7 tax tricks for clients who own homes, and the smart-tax way to use an HSA.