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In these final months of the year, it’s essential to proactively consider year-end tax planning strategies. While many of these strategies can be put to use throughout the year, it is important to revisit them at year-end, when the circumstances of your tax situation are mostly finalized.

Following are 10 key strategies to consider:

1. Tax diversification

2. Roth conversions

3. Tax-loss trading and gain harvesting

4. Review client employee benefit plans

5. Maximize retirement plan contributions

6. Utilize Health Savings Accounts (HSAs)

7. Distribution planning

8. Appraise annuities, and consider a Qualified Longevity Annuity Contract (QLAC)

9. Consider additional charitable giving

10. Estate planning and annual exclusion gifting