Individual year-end tax planning and tax law updates


With increased income tax rates here to stay and the net investment income surtax debuting, year-end tax planning just became even more crucial and challenging. Fortunately, there are some pockets of estate planning stability since last year, including making portability permanent and establishing more certain rates and exemptions.

Our specialists in income tax, estate, and financial planning discuss these changes and how you can plan for the long term.

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The program will include:

  • Reviewing the current tax law and any pending proposals
  • Matching up your long-term financial goals with your individual income tax, estate and wealth transfer, and charitable giving plans
  • Planning for Medicare surtax, higher ordinary income tax rates, higher dividend rates, higher capital gains rates, reduced itemized deductions, and Alternative Minimum Tax
  • Discussing how increased tax exemptions and portability impact your estate planning, including considerations for taxable and nontaxable estates