4th Quarter 2018 Client Tax Letter

October 2018

This issue includes the articles listed below.

  • Year-end planning under the new tax law
  • Sizing up the standard deduction
  • Year-end tax planning for charitable donations
  • Year-end tax planning for investors
  • Year-end retirement tax planning
  • Year-end business tax planning

Click here or on the image at right to download this issue, or download the Resource Guide for this issue.

Read Additional Tax News

Understanding HSA Contributions and Medicare Enrollment

Health Savings Accounts (HSAs) are a popular tool for managing health care costs, but the rules can get tricky when Medicare comes into play. Here are answers to three common questions about how HSAs interact with Medicare enrollment.