special report

Year-End Tax Planning 2019 Get handy checklists to prepare your clients for success.

Year-end planning for 2019 takes place against the backdrop of recent major changes in the rules for both individuals and businesses. These changes often lead to pressing questions from clients – and could result in issues come tax season if not adequately planned ahead.

Questions that may arise include: what should clients do or not do with assets before year end? What are some important facts individuals should consider when it comes to withholding state income taxes? And what deductions can businesses plan for now?

Make sure you have the answers you need to these questions and more in this handy and time-sensitive special report. In it you’ll get a checklist of tax planning rules that may help individual taxpayers reduce their tax liability if they act before year-end, as well as a checklist for business clients.

Access free special report

Find out what you need to keep in mind for successful year-end planning for 2019. Fill out this short form for access to the free Special Report.

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