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With unsurpassed expertise, Gallet Dreyer & Berkey, LLP attorneys are frequently called upon to comment on business, financial, political and legal developments around the world as well as on the implications of big deals, noteworthy cases, community news, and proposed legislation.

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  • Year End Tax Planning Concepts
     
    12/04/2017

    Although year-end tax planning always presents challenges, recent tax reform proposals have created a unique set of challenges for taxpayers.  Despite the current uncertainty concerning tax reform, it is important to remember that the proposals are just that: proposals.  This memo highlights several potential income and estate tax-saving opportunities to consider based on current tax law, as well as strategies to receive the maximum benefit under current law and/or protection from any possible future changes.  As with planning opportunities it is important to first do the math to see if any potential opportunity will result in actual savings.  The Tax, Trusts and Estates practice at Gallet Dreyer & Berkey, LLP stands ready to assist you in making these determinations.

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