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.

Download PDF

Private Wealth Updates

William Blair produces educational and timely communications on a variety of wealth management topics of interest to individuals and families at all generational stages of life, philanthropic foundations, and not-for-profit organizations.


Subscribe Now