Year End Tax Planning for 2016 and the Trump Presidency

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 07 December 2016

Year End Tax Planning for 2016 and the Trump Presidency
The likelihood of tax rates beginning to fall in 2017 for wealthy investors is high. With President-Elect Trump beginning to shape his tax policy for the next four years, there will be several changes to how we are helping our clients plan for their taxes.

Those in higher tax brackets generally have the most flexibility in taking advantage of these tactics. But for most middle-income taxpayers, including retirees, should also consider taking steps now that might save them extra money in the event of a tax cut.

Due to COVID-19, we have begun taking client meetings via Zoom. Please see our instructions below on how to use Zoom and what you can do to protect your privacy while using this technology.

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