2018-2019 Tax Planning Guide

Year-Round Strategies To Make The Tax Laws Work For You

With most of the changes from the Tax Cuts and Jobs Act having gone into effect last year, many taxpayers faced some surprises when they filed their 2018 income tax returns. To maximize your savings, you should become familiar with the changes and ensure you’re taking advantage of every tax break to which you are entitled.

Tarlow’s Annual Tax Planning Guide will help you learn about important tax law changes and ways to minimize your income tax liability. Our comprehensive guide covers a wide range of topics, including:

  • Tax Planning Basics
  • Investing
  • Real Estate
  • Business & Executive Compensation
  • Family & Education
  • Charitable Giving
  • Retirement
  • Estate Planning

The guide also includes answers to commonly asked questions and a variety of helpful charts, including a Tax Calendar to schedule tax deadlines, Important 2019 Tax Figures, Income Tax Differences Based on Business Structure, and Calculating your Donations Deduction.

We invite you use the online guide by clicking here or on the image above. We encourage you to review any strategies and tax law provisions that may be relevant to your situation or you would like to have more information. Please contact us with any questions you may have or to schedule a meeting about these or other tax matters.

At Tarlow, our philosophy is that tax planning should be done on a regular basis throughout the year. Please do not hesitate to contact us at any time if we can help you reach your financial and tax planning goals.