You Can’t Avoid Taxes, but You Can Take Steps to Minimize Them

To help you identify strategies that might work for you in 2019, we’re pleased to present this tax planning guide. It provides a refresher on some of the most significant changes that generally went into effect last year under the Tax Cuts and Jobs Act (TCJA) — and their potential impact on tax planning. It also shows how various strategies apply to different situations, and presents charts, rate schedules and case studies to help you understand the specifics of tax planning. We invite you to look through it and note the sections or strategies that apply to your situation. Then let us know if you have any questions about what it covers.

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Guide contents include:

  • Year-to-Date Review
  • Executive Compensation
  • Investing
  • Real Estate
  • Business Ownership
  • Charitable Giving
  • Family & Education
  • Retirement
  • Estate Planning
  • Tax Rates

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