Tax reform is a hot topic as 2017 draws to a close. Congress is debating changes to tax brackets, deductions, and corporate tax rates. While we don’t know what will pass, it’s worth thinking about how to prepare.

If marginal rates decline next year, deductions may be worth more in 2017. That could mean accelerating charitable giving or deferring income when possible. For investors, the treatment of capital gains, dividends, and estate taxes may change. We’ll monitor closely and update you as changes occur.

As always, we recommend focusing on the long-term fundamentals: diversifying tax exposure, maximizing retirement savings, and building a plan that’s resilient across different tax regimes.

Our job is to help you navigate change — whether it’s markets, laws, or life. Let’s talk if you want to revisit your strategy before year-end.

Sincerely,

Katz Family Financial