Year-End Tax Tips

Wednesday, November 15, 2017

It is time to begin preparing for the year-end tax season. William Blair just released its Year-End Tax Tips for 2017 which offers tips on:

  • Contributions to charities
  • Itemized deductions
  • Direct payments for educational and medical expenses on behalf of heirs
  • Health savings accounts
  • 529 educations plans, and much more.

Keep in mind that in the absence of any changes in the tax legislation, current planning strategies remain current.

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