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Year-End Reflections on the New U.S. Tax Law

We interrupt your busy holiday season with a reach-out on this week’s U.S. tax code overhaul. While the ink still dries on this sweeping new legislation, you may be wondering whether there are ways you can or should spring into action immediately, before year-end, to reposition yourself for the new law of the land. As always with tax planning, there are a ton of caveats, catches, and exceptions to these rules of thumb. If you are thinking of taking action before year-end, we hope you’ll be in touch, so we can discuss the details with you.

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12 Smart Planning Moves to Consider as Tax Reform Looms

It’s hard to believe, but another year is almost behind us. With January just around the corner, now is a great time to review various items you may want to consider as you get set to enter 2018. Many of the IRS publications referenced below are for tax year 2016. Changes are not anticipated when the 2017 guides are published. Before we get started, let me stress that it is my job to assist and help you! I can’t overemphasize this enough, and I would be happy to review all the options that are best suited for your situation. However, when it comes to tax matters, I recommend you check with your tax advisor.

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