As I say every year, tax planning can’t be done retroactively. Once the calendar reads January, planning opportunities for 2018 income taxes are gone (with some minor exceptions). And 2018 being the first filing year under the new Tax Cuts and Jobs Act (TCJA) makes planning more unusual than any year I can remember.
Here are links back to some previous posts I have written about the TCJA and it’s impact on clients:
I still expect a lot of confusion surrounding the new tax law and it’s impact on clients. Please do not hesitate to reach our office if you have any questions at all or need year end tax advice.