By: Dan Thrailkill
The end of 2018 will be here before you know it. We wanted to take a few moments to share with you some tax preparation items you should consider before the year closes. The tax team has spent much of this year discussing and speculating about the effect the Tax Cuts and Jobs Act will have on 2019 tax planning. And they’re here to tell you that while some of your planning will be different – much of it will be the same old song and dance. If you need a recap of what has changed, our comparison guides for the new laws can be found here.
More importantly, though, here’s a simple guide of 5 things you should consider doing before 2019.
(For a print-friendly PDF, click here).
For more specified information on item number one in the guide, charitable contributions, please see this recent article we wrote about the topic: Charitable Contributions.
If you have any questions, as always, please feel free to reach out to us at email@example.com
DAN THRAILKILL, CPA, is a director in the tax department of Ellin & Tucker with more than a decade of tax and financial planning expertise. Dan is one of the firm’s foremost advisors regarding tax-efficient investment strategies and financial tools designed to meet the needs of privately held business in a multitude of industries, as well as high net-worth individuals and their families. He can be reached at firstname.lastname@example.org.