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Zephyr Blog

Year End Tax

 

One of our main goals as holistic financial advisors is to help our clients recognize tax reducing opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component necessary to help our clients benefit from potential tax reduction strategies. 2018 is set to be an eventful year in the tax law world and we are keeping a watchful eye on tax reform. As for 2017, there are several tax reduction strategies that may apply to your particular situation. In this report, we will discuss several of these opportunities. Please note that this report is not a substitute for using a tax professional. In addition, many states do not follow the same rules and computations as the federal income tax rules. Make sure you check with your tax preparer to see what tax rates and rules apply for your particular state.

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