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                GROWTH. TRANSFER. LEGACY.

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  • December 27, 2019 12:30 PM
    Message # 8402008

    Every year, there are steps that high-net-worth individuals, families, and business owners can take before December 31 to strengthen their wealth management strategies and lower their tax bill.

    William Blair’s 2019 year-end planning guide is now available, highlighting 10 tax and wealth planning strategies stemming from the landmark tax reform law.

    Tax checklist:

    • Maximize your deductions
    • (Re)consider a Roth conversion
    • Don't overlook an HSA
    • Understand the laws for establishing residency in a low-tax state
    • Take full advantage of new lifetime giving opportunities
    • Review your estate plan in light of major tax law changes
    • Review and update your beneficiary designations
    • Maximize the after-tax value of your business equity
    • Look into opportunity zone investments and their potential tax breaks
    • Check your withholding amount to avoid unpleasant surprises

    View 10 Year-End Strategies for 2019 online. 

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