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End of year tax planning

2019 tax planning checklist

The Tax Cuts and Jobs Act of 2017 may offer new opportunities this tax season, as well as new challenges.

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Tax reform increases unified tax credit for gifting and estates

In December 2017, the Tax Cuts & Jobs Act was passed into law and resulted in broad tax reform across multiple disciplines. One change was an increase in the unified credit (UC).

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White House

Tax Cuts and Jobs Act: How it affects you

In December 2017 the Tax Cuts and Jobs Act was signed into law. The bill’s primary function is a massive corporate tax cut, but individual taxpayers are also impacted by an across-the-board tax cut.

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