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All taxpayers will be impacted by the legislative changes that took place in 2018. We have summarized some year-end tax planning ideas to include the following:

  • Changes related to the new Tax Cuts and Job Act
  • Opportunities to take advantage of tax-deferred growth
  • Charitable giving strategies including Qualified Charitable Distributions for required minimum distributions from your IRA
  • Estate and gift tax planning ideas

If you would like to read more, click the link below.

Please reach out to your Wealth Management Team with any questions or if you would like to further discuss implementation of these strategies


2018 Tax Planning Considerations