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As the details of tax reform continue to unfold, how can you develop the most effective year-end tax-planning strategy? Our 2018 tax guide can help.

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The Tax Cuts and Jobs Act (TCJA) introduced significant changes that will dictate which tax strategies make sense for you this year. Our 2018 year-end tax planning guide provides an overview of some of the most impactful changes, including reductions to income tax rates for individual tax brackets, reduced income tax rate for corporations, a new tax deduction for pass-through entity owners, and increased exemptions for the individual alternative minimum tax (AMT) and the estate tax. We’ll help you navigate tax reform to maximize the new law’s benefits, minimize risks, and fully evaluate your year-end tax planning strategy.

Inside, we share a year-to-date review and insights and ideas on:

  • How to proactively manage your taxes
  • Executive compensation tax consequences
  • Improving the tax efficiency of your investments
  • Maximizing benefits in the 2018 real estate tax landscape
  • Tax planning considerations for business owners
  • Charitable giving’s role in your tax planning
  • Ideas for funding your family's future education costs
  • Retirement and estate planning, including the estate tax, gift tax, and GST

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