Tax plans are a lifelong process, and the changes brought by the tax reform law may now as good a time as any to give your strategy a fresh start. The increase in the standard deduction and changes to the tax rates present opportunities for savings. Our 2019 Individual Tax Planning Supplement provides information to help you make the most of the tax reform provisions.
Our supplement includes:
Because many of tax reform’s benefits for individual taxpayers expire at the end of 2025, it’s critical that you consider your planning options now. Our supplement will help map out the benefits that could most affect you by providing insight on: