Is this a good year to accelerate your retirement income because you are in a low tax bracket? Or are you looking for ways to reduce your income taxes this year? Annual tax planning can be daunting and complicated because tax laws change frequently. The Tax Cut and Jobs Act (TCJA) is set to expire next year, and this could significantly impact individual taxpayers. While we don’t know what is to come, some degree of change is likely. Yet, no matter the year, proper tax planning must consider your overall financial picture to uncover the opportunities you may have available. This session will explore the tax planning strategies that could be beneficial before the end of the year.
Seminars