'Tis The Season To Be Tax Planning

'Tis The Season To Be Tax Planning

Strategies to reduce your 2019 tax bill

Show notes

I absolutely cannot believe that we are already preparing for Thanksgiving. It feels like 2019 flew by, right? Well, I know from experience, that these last 6-weeks of the year seem to fly by at hyper-speed as well. This is indeed a great time of the year to spend time with family, rest, and reflect on the year. It’s also a great time to do some end of year tax planning.

I know, I know, tax planning is not so festive, and it isn’t as fun as a turkey dinner, but the holiday season is our final opportunity to help reduce our 2019 tax bill. Who doesn’t like to pay less in taxes, right? So, with that spirit in mind, today’s TOM will be dedicated to a quick list of three potential strategies to employ before the end of the year.

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Hosts

Trevor Cummings

Trevor Cummings

Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.

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