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Consider these key tax-saving techniques to implement before year-end

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10 tax planning strategies

As we do not provide tax, legal or accounting advice, we recommend you consult qualified tax, legal and accounting advisors before engaging in any financial transaction.

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Timing of Gifts

Methods of giving and effective dates.

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Retirement Planning

Retirement contributions for 2018.

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Harvest losses to offset gains

Now may be a good time to consider tax loss harvesting to reduce your 2017 tax bill. This strategy involves realizing losses to offset income generated throughout the year.

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Stealth tax increases

Personal exemption phaseout and pease limitation.

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