2019 year-end planning

Thoughts on 2019 Year-End Planning for Individuals

As we move into the fourth quarter, now is an excellent time to review your current tax planning strategies to ensure they’re still meeting your needs and develop plans for 2020. It’s also a good time to take advantage of last-minute planning opportunities that could save you money now and in the coming year.

With all that in mind, please contact us at your earliest convenience to discuss your tax situation so we can develop a customized plan. In the meantime, here’s a look at some of the issues we’re recommending clients consider as they begin their end-of-year review.