Five Tips to Manage Your Individual Taxes Before the End of 2019

Overview

With the new year around the corner, it’s time to start thinking about what you can do now to manage your tax bill for 2019. To help you get started and avoid last-minute scrambling for tax deductions, there are five topics you should discuss with your tax advisor: capital gain opportunities; capital loss opportunities; making your K-1 a number one priority; deduction management; and giving while you’re alive. 

Advisor Thinking