As the end of the year approaches, it is a good 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 in your particular situation, but you (or a family member) will likely benefit from many of 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 guide most appropriate to your situation. We encourage you to contact us at your earliest convenience so that we can advise you on which tax-saving moves to make.
2019 INDIVIDUAL Year End Tax Letter