Shared knowledge is shared strength

We believe in the value of ongoing education and the powerful impact of sharing experiences and insights. This active collaboration is the glue that strengthens the bond between client and advisor. Access our latest thinking here.

Back To Topical Viewpoints

2017 Year-End Tax Planning

Given the current uncertainty surrounding the potential for tax reform, year-end tax planning has become more challenging – and more important – than in other years. The Senate passed a tax bill early Saturday morning, following the passage of a comparable bill by the House of Representatives.