As of this writing, year-end tax planning is clouded by questions about federal legislation. President Trump and many of the Republicans in Congress favor changes that would affect the tax code. Currently, the success they’ll have in their efforts is difficult to predict.

What’s Inside

  • Uncertainty Hampers Year-End Tax Planning
  • Year-End Planning for Investors
  • Year-End Retirement Tax Planning
  • Year-End Tax Planning for Charitable Donations
  • Year-End Business Tax Planning
  • Tax Calendar