Season for Taxes: NEW Year End Tax Tips for 2016

FORUM Magazine

2016-12-01


While most advisors would acknowledge that tax planning should be a yearround affair, it’s typically toward year end that our clients’ minds turn to tax planning opportunities, particularly since some of those opportunities are only available until December 31. As we enter the final weeks of 2016, let’s focus on a few new tips that are unique to the 2016 year end.