Your Year-End Tax Planning Checklist

Year-end is fast approaching but it’s not too late to take advantage of tax planning opportunities for 2018.  Tax reform has changed the planning landscape and it’s best to find out how these changes may impact you before April 15th of next year.

Sit down with your CPA before year end to review your personal situation for both 2018 and 2019.  We’ve provided the year-end tax planning worksheet attached to help facilitate the conversation.

Tax Planning



Posted December 5, 2018 in News Articles Taxes