Year-End Planning 2017

With the end of the year right around the corner, there continues to be a great deal of uncertainty surrounding tax reform and how it may affect you, however, even with the possibility of a new tax law it is an ideal time to think of planning moves that will help lower your tax bill for this year and possibly the next.

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 to your particular tax situation, but we can help to assist you identify specific actions that you may be able to take and help you develop a practical implementation plan. In the meantime, please review the following links and contact us at your earliest convenience so that we can assist you with your tax-planning activities.

Planning for Individuals

Planning for Businesses and Retirement Plans