Year End Tax Planning – Have You Done Yours?

The Tax Cuts and Jobs Act of 2017 made some significant changes to the tax code. As a whole, businesses and families will both see reductions in their tax liability in 2018. (Disclaimer – there are some that will see an increase in taxes – sorry!)

This week’s message is short and to the point:

• Have you done your tax planning and taken the appropriate steps to minimize your 2018 tax liability?

If not, I would strongly encourage you to sit down with your spouse, a friend, a co-worker, your accountant, or your financial planner and see what you might want to do prior to the end of the year to capitalize on some of the changes.

Even if the answer is “nothing different,” it is—in my opinion—always a good idea to have a firm grasp on what you will owe Uncle Sam.

Have a great Thanksgiving week!

Would You Like More Support?

• Do you have a well-defined Investment Policy Strategy that is used to drive your investments in support of a comprehensive financial plan?

• If not, would you like to partner with someone who is used to helping people get through these struggles and (then, with confidence) implement portfolio strategies in a systematic manner while focusing on your desired outcomes?

If so, feel free to send us an email or give us a call. We’d love to have the opportunity to help you find a bit more peace of mind when it comes to investing.

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