Insights

2018: Year-End Planning Ideas

As the end of 2018 approaches, financial advisors and clients would be smart to focus on strategies to save taxes before the end of the year and into the New Year. This year presents many new opportunities given the passage of the Tax Cuts and Jobs Act (TCJA) just one year ago. 2018 is the first year in which Americans will be affected by the new Trump-era tax law and there are many changes that will affect us all.

Click here to view some year-end strategies that we thought you should think about now.