Year-end tax planning tips for business clients

October 24, 2019

As the year comes to a close, tax reform offers an excellent opportunity to perform advisory services by looking at your clients’ 2019 tax situations and noting tax-savings opportunities.

Potential opportunities include a 20% qualified business income (QBI) deduction, depreciation perks, Section 179 expensing, retirement planning and more. Review these tips for handling tax law provisions and related year-end tax planning to earn the most savings for your clients.

And remember: It’s important to point out the return on investment to your clients so they understand the value of your services.


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