It’s Time to Prepare 2017 Taxes!
Our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals.
To make that process more efficient, please review the 2018 checklist and identify any of the items you anticipate you’ll need addressed this year. Then bring it to your next review or call us and we can help you plan accordingly.
Things to Watch for in 2018
- Potential interest rate changes
- Tax Reform
- Stock market volatility
- Your personal situation
Don’t hesitate to reach out with any of your questions.
Get more tax planning tips and information on the website here:
Client Year-end Tax Review Checklist
Identified Opportunities for Capital Gain Harvesting
Identified Opportunities for Capital Loss Harvesting
Explored All Roth Conversion & Recharacterization Opportunities
Reviewed RMD Timing
Considered Charitable Gifts / IRA Charitable Gifts
Reviewed Charitable Remainder Trust Opportunities
Maximized Annual Exclusion Gifts
Reviewed Use of 529 Plans & Coverdell Saving Accounts
Discussed Tax Bracket Management
Discussed Potential Deduction Timing
Call 410-908-9293 to go over these together!
Financial 1 Wealth Management Group
Financial 1 Tax
8850 Columbia 100 Parkway Suite 403,
Columbia, MD 21045
3701 Old Court Road, Suite 24
Baltimore, MD 21208-3901
Tatyana Bunich, CEP, provides financial and tax services through Financial 1 Wealth Management Group and Financial 1 Tax.