For many people, 2019 is a year of reaction – espacially after experiencing how major tax law changes factored into 2018 tax returns. Fortunately, you can take a proactive approach to the balance of 2019 and 2020 by combining your newfound awareness with careful tax planning.
In this Tax Planning Insights newsletter you’ll find a list of time-tested tax strategies to help ensure your 2019 tax filing is efficient as possible. There are also a handful of valuable capital gains tax-cutting moves, and alternative gift-giving ideas to consider as you head into the holidays.