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Insights from the Team

Closing Out The Tax Year: Year End Tax Planning and Tips

As 2018 is drawing to a close, there are a few tax-smart moves you can make to minimize what you owe in 2019. Curious what they are? Merrill-Lynch gives a good starter list, including conventional wisdom such as making more charitable donations, and maxing out your contributions to your retirement fund. Other items, such as “Decide whether itemizing is still for you,” might require you to “work closely with your tax specialist to make sure it’s the right choice, which will depend on factors ranging from your health expenses to charitable giving.”

Many of our clients are already making appointments for year-end tax planning. If you’d like a tax professional to look over your finances and give you customized recommendations before the end of the year, contact us now to schedule a meeting. We can help you determine what makes sense for your situation, help you reduce your tax bill come next year, and offer clarifications on how the new tax laws affect you.

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