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2017 Tax Planning Guide

VIEW PLANNING GUIDE (PDF)

SUMMARY

Now that the 2016 tax year is over, it's not too early to think about planning for 2017 taxes and making tax planning a year-round activity. Our annual tax planning guide addresses potential strategies to consider amidst the uncertainty in the tax landscape for 2017. It also highlights important deadlines, income tax schedules and other key rates, credits, deductions, and additional information for tax year 2017, along with the related changes being proposed in the Trump administration and GOP House plans (at time of publication).

KEY TAKEAWAYS

  • You should meet with your relationship manager and advisors to discuss year-end financial moves to minimize your taxes, review your overall financial and estate plan, and ensure your investment portfolio is aligned with your goals.
  • You can reduce potential hits to your bottom line due to unexpected taxes by planning in advance. Most tax strategies need to be implemented before the end of the year.
  • Year-round planning can help you make appropriate adjustments for any changes in your personal circumstances, avoid potential pitfalls, take advantage of short-term opportunities, and keep you on track to reach your long-term objectives.