Year-End Tax Planning Guide for Individuals

Nearly one year later, tax reform is still making headlines and we continue to learn more about its broad implications. Whether your previous tax filing posture was straightforward or complex, you will be impacted by the myriad of changes to the tax code. Now more than ever, it is imperative to thoughtfully consider year-end tax planning opportunities and ensure you are positioned to be in compliance with the new rules.

Click here to access Crosslin’s 2018 Year-End Tax Planning Guide for Individuals.  It is a helpful summary of what you need to know as you begin the tax preparation process.  As always, the Crosslin tax team is here to assist in any way.  Please give us a call at 615.320.5500 with any questions and to begin your tax preparation today.