The proposed tax changes are top of mind for many people which is understandable! This has triggered meaningful conversations with clients. This is always a good thing!

We don’t know what the final result will be so we aren’t recommending specific strategies for everyone.

That said, given the trajectory and items addressed in the changes, it is a good time to revisit the following:

  • Selling highly appreciated investments
  • Selling real estate holdings
  • Selling your business
  • Estate planning
  • Current year tax planning strategies

DON’T rush to make irrevocable decisions in light of unclear information. DO revisit these topics and make sure you feel confident about your plan.

Posted in Financial Planning, Taxes

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