As a new year approaches, many of us will reflect on the year that has passed. Personal and professional accomplishments may take center stage. And we may take stock of any disappointments and recalibrate as 2019 approaches.
But in any case, I know it’s a busy time. Christmas shopping, holiday parties, tree trimming, family visits, and year-end cheer may already be on the calendar.
Yet it’s not too soon to start thinking about taxes. We’ve had discussions about 2017’s tax reform, but until we’ve filed for 2018, it may still feel confusing to many.
Before we jump in, let me stress that it is my job to assist and help you! I can’t overemphasize this, and I would be happy to review the options that are best suited to your situation. When it comes to tax matters, I also recommend you check with your tax advisor.
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