2017 Year-End Tax Planning

Even though the specter of tax reform is looming large and it appears that a bill will be passed before year-end, most of the new provisions will not be effective until 2018. 

We encourage you to consider planning, so that you can take full advantage of the provisions currently in effect.

We begin with potential action items prior to December 31, 2017, in light of the legislation. Read the full document to get more details on:

• Possible Tax Planning Opportunities due to Tax Reform
• Year-End Tax Planning Considerations for Individuals
• Year-End Tax Planning Considerations for Businesses and Business Owners

You can view and download the full document: HERE. 

Feel free to reach out if you have specific questions with regards to this blog.