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2019 Tax Planning Guide

VIEW PLANNING GUIDE (PDF)

SUMMARY

While the thought of April 15 strikes an ominous note for many, planning ahead can help put you in control of the situation. We offer our annual tax planning guide well in advance of the end of the year so you can work with your advisors to take action to minimize or defer taxes before your next tax deadline. Our 2019 Tax Planning Guide takes you step-by-step through relevant 2019 tax rates, changes implemented by the Tax Cuts and Jobs Act, and strategies for you to consider. It’s a handy reference you can turn to throughout 2019 for helpful guidance to minimize taxes this year and for years to come.