Year End Tax Planning Letter

We are nearing the end of another year, and we, like you, embrace this time to reflect on where we’ve been and to chart a course for the future. Before you close the books or turn off the lights for the last time this year, know that there is still time to take action to ensure you end 2017 with a bang and position yourself for success in 2018.

With the whirlwind of activity around tax reform during the last quarter of 2017, the tax landscape may also leave you with many unanswered questions and a feeling of uncertainty. Despite the uncertainty, there are tax planning steps you can take before year-end to optimize your tax position regardless of the tax current events.

The attached letter highlights a series of tax planning actions, and related tax reform updates, for you to consider before the end of the year. Some may be as simple as making tax free gifts while others may require a little more proactivity, all of which are worth a few moments of your time.

At DHG we strive to help you achieve your goals. We realize that your tax situation is unique and as such you deserve a personalized approach to planning. The intent of this letter is not to replace the one-on-one tax planning with your personal DHG tax advisor. Rather, this letter is intended to provide general information in the hopes that it that will spark ideas, raise questions and ultimately serve as a starting point for identifying potential opportunities to discuss and explore with your personal DHG tax advisor.

If you do not already have a planning meeting scheduled and would like a personalized in depth discussion and analysis of your tax situation, please reach out directly to your DHG tax advisor. We look forward to meeting with you soon.

Thank you for allowing us to work with you in planning for the future.

View the 2017 Year End Tax Planning Letter

Print the 2017 Year End Tax Planning Letter


Explore more insights and featured analysis on our Tax Reform page.