Year-End Tax Planning for 2019

Brian Ellenbecker, CFP®, CPWA®, CIMA®, Senior Financial Planner, Baird

2018 was a busy year in adjusting to the new tax laws. And while 2019 was relatively quiet in terms of tax law changes, but that doesn’t mean taxpayers should neglect considering year-end tax and financial planning strategies.

Baird's Senior Financial Planner Brian Ellenbecker highlighted different considerations and strategies to keep in mind as you begin to plan for the 2019 tax season.