Year-end tax tips for clients

December 13, 2018

The first year under the Tax Cuts and Jobs Act is wrapping up, but there’s still time to help clients save money on the tax bill they’ll pay in spring.

Giving to charity, investing more in retirement savings and donating their retirement plan’s required minimum distribution are a few ways clients can lower their tax bills.

Tax preparers have until the end of December to use six tips to help clients trim costs.

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