Year-End Tax Planning Strategies For Individuals & Businesses

As we approach the end of the year, now is the time to consider planning moves that will help lower your tax bill for this year, and possibly the next. Year-end planning for 2018 takes place against the backdrop of a groundbreaking new tax law - the Tax Cuts and Jobs Act - that results in major changes in the tax rules for both individuals and businesses.

To assist you, we have compiled a checklist 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 click on the links below and contact us at your earliest convenience so we can discuss your unique situation and develop a customized plan that will maximize your tax savings and minimize your tax liabilities.