Tax Planning

September - December

As the year comes to an end, we will review your income tax situation and consider strategies to reduce taxes*. This discussion may cover:

• Reducing taxes this year

  • Available deductions or credits

  • Contributions to tax-advantaged retirement plans

  • Charitable gift planning

• Minimizing future taxes

  • Contributions to Roth accounts

  • Conversions to Roth accounts

  • Tax-efficient investing

  • Planned giving to family

• Pertinent updates to the tax code

• Coordination with your professional tax advisor

  *Note: we do not provide tax or legal advice.