Tax Reforms impact on Tax Planning & Strategies

As we approach year end, tax planning is in full force. The first year of tax reform has made us rethink many of the tax strategies we have developed and implemented over the years.

It is important for everyone to have a full understanding of the impact of these changes on their specific situation. To help guide everyone through these changes, we have developed a variety of overviews designed specifically for the impact of tax reform on tax planning.

We have developed a condensed planning overview for businesses which can be found at as well as a condensed overview for individuals which can be found at A full list of resources and more detailed analysis can be found at

Since there is a significant amount of change this year, we recommend preparing projections of the tax impact on your specific situation.Tax planning strategies and action items can be developed from there.

Please contact us if you would like us to prepare these projections and develop a customized approach based on your specific needs and circumstances.

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