Year End 2018

Dear Client,
We have just posted the 2018 Year-End Tax Planning Letter on our website. Here are headlines from the issue. To read any of these articles, click on the link at the end of this email.

Does a donor-advised fund fit your giving strategy?
Giving a charitable donation remains one of the most reliable tax deductions, but the rules have changed. How can you still give and get the most out of helping your favorite organizations?

Five ways to avoid major issues with your 2018 taxes
Big changes in the tax code mean 2018 could be a stressful year for filing—stay ahead of possible pitfalls with these tips.

Reduce taxes on your personal income
Preparing for your particular situation is the best way to save on your personal return. Here are some considerations everyone can–and should–make this year.

To read the full articles, go to: