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2018 Year-End Tax Planning

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Each year we prepare this planning guide to help our U.S. Trust clients navigate common tax planning issues that arise at year end. For some of these year-end planning issues, you need to compare the tax benefits/burdens under the current year’s tax regime with the tax benefits/burdens under next year’s tax regime.

New tax legislation was enacted on December 22, 2017, which made significant changes to the income tax and transfer tax laws for 2018 and thereafter (with many of those changes scheduled to expire after 2025). This legislation is often referred to as the “Tax Cuts and Jobs Act”. This guide will factor in those changes as we summarize these planning issues.

Within the guide you can find information on basic tax planning, stock transactions, IRAs, year-end charitable gifts, intra-family wealth transfers and income tax rates. 

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