2017 Year-End Tax Planning for Individuals (as of November 2017)
Please note, as of November 2017, these actions are based on current tax rules and may change with future tax reform.
For many, individual income taxes are one of the largest annual expenditures. Maillie’s annual Year-End Tax Planning Letter provides opportunities for individuals to consider in order to reduce or defer their annual tax obligation. The 2017 Tax Letter discusses current legislation, proposed tax reform, retirement plan distributions, and stock options among some of the considerations for individual year-end tax planning.