9 Tax-Saving Strategies for Year-End 2023: Advisors' Advice

Along with Thanksgiving stuffing and Christmas tree lots, 'tis the season for advisors and clients to make important tax moves before the confetti flies on New Year's Eve. Clients can use various financial strategies before year-end to ease their tax bills for 2023 and possibly into future years. Whether it's charitable donations, retirement plan contributions, new trusts or other maneuvers, financial professionals can recommend different tools to help their clients save money on taxes. We asked advisors what year-end tax-management moves they're making with clients now for 2023. Check the gallery for tips from 11 financial pros. Answers may be edited for clarity or length.