Tax Planning Be Proactive…. Let Us Help

Tax laws have changed in 2018, and as year-end quickly approaches, time is running out to make vital adjustments to your tax plan — or risk affecting your return.

“We want to make sure we’re being proactive about our tax plans and, most importantly, that we understand the new changes this year,” said John Vance, CEO of Vance Wealth.

Most of the new legislation will affect individual taxes, especially if you file the standard deduction every year. Now, since many people will file itemized deductions this year, you may get less back from charitable giving, property taxes and other common tax breaks.

Essentially, places you used to save may not be available to you anymore, so it’s time to take a fresh look at your strategy or risk losing out on new opportunities to save.

“It’s our job to educate the community while there’s still time to respond to these pretty sweeping changes. We’re here to provide education, review existing tax plans and coordinate with tax professionals,” John said. “That’s what we do every day to help our clients achieve more in life and business.”

As we proactively guide our Vance Wealth family down this new path, and as we wrap up 2018, we encourage you to connect us with those you care about. We’re eager to provide our education, guidance and time — and we invite you to spark the connection.

Please contact Robin.Strauss@VanceWealth.com to get more information.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.