Private Wealth Management

Tax Strategies for 2019 Year-End Planning

Every year, there are steps that high-net-worth individuals, families, and business owners can take before December 31 to strengthen their wealth management strategies and lower their tax bill.

William Blair’s 2019 year-end planning guide is now available, highlighting 10 tax and wealth planning strategies stemming from the landmark tax reform law.

Tax checklist

  1. Maximize your deductions
  2. (Re)consider a Roth conversion
  3. Don't overlook an HSA
  4. Understand the laws for establishing residency in a low-tax state
  5. Take full advantage of new lifetime giving opportunities
  6. Review your estate plan in light of major tax law changes
  7. Review and update your beneficiary designations
  8. Maximize the after-tax value of your business equity
  9. Look into opportunity zone investments and their potential tax breaks
  10. Check your withholding amount to avoid unpleasant surprises

View 10 Year-End Strategies for 2019 online I Download Guide PDF

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