Tax Planning Guide Available

whiteboard with Tax planning text layout with a calculator. Passbook tax form and coins

With most of the changes from the Tax Cuts and Jobs Act having gone into effect last year, many taxpayers faced some surprises when they filed their 2018 income tax returns. To save the most, you need to be familiar with the changes and how you may need to adjust your tax planning strategies.

We have compiled a list of actions based on current tax rules that may help you save tax dollars if you act before year-end. Not all actions will apply in your particular situation, but you (or a family member) will likely benefit from many of them. Please keep in mind that the following items are only applicable to federal tax law. State laws differ widely and tax-planning strategies will need to be evaluated on a case-by-case basis in order to optimize them.

We can narrow down the specific actions that you can take once we meet with you to tailor a particular plan. In the meantime, please review the following list and contact us at your earliest convenience so that we can advise you on which tax-saving moves to make.

Please click here to read our 2019 Year-End Tax Planning Letter.