No, we are not talking about party plans. Before you get too caught up in the holiday hubbub, we urge you to take a moment to think through year-end tax planning. It may not have as much allure as your plans to celebrate, but getting your financial house in order before the clock strikes twelve on December 31st is important. Interest rates are low, tax rates remain stable and the lifetime estate and gift tax exemption is at an all-time high. Now is the time to capitalize on tax-saving opportunities. Read our tips to start 2020 off on the right foot.

Things to Consider Before Year End